Representation, decision models, and user interface for encoding managing preferences, and performing automated decision making about the timing and modalities of interpersonal communications

ABSTRACT

The present invention relates to a system and methodology providing a user interface that can be employed by contactors and contactees in conjunction with a communications architecture for identifying and establishing an optimal communication based on preferences, capabilities, contexts and goals of the parties to engage in the communication. The user interface can include a graphical display having a plurality of display objects and associated input fields operable by one or more parties to a communication in order to facilitate convenient access, control, personalization and communications via the communications architecture. For example, configuration capabilities are provided in the user interface to enable operational adjustments to one or more operating parameters, communications groupings, policies and/or context preferences relating to a preferred modality of communication and to potential parties of communication between the contactors and contactees. User interface controls are also provided for defining deterministic policies and for encoding preferences for cost-benefit analyses.

CROSS-REFERENCE TO RELATED APPLICATIONS

This application is a divisional of U.S. patent application Ser. No.10/281,546, filed Oct. 28, 2002, entitled REPRESENTATION, DECISIONMODELS, AND USER INTERFACE FOR ENCODING MANAGING PREFERENCES, ANDPERFORMING AUTOMATED DECISION MAKING ABOUT THE TIMING AND MODALITIES OFINTERPERSONAL COMMUNICATIONS, which is a continuation-in-part of U.S.patent application Ser. No. 09/809,142, which was filed Mar. 15, 2001,entitled System and Method For Identifying and Establishing PreferredModalities or Channels for Communications Based on Participants'Preferences and Contexts. The entireties of these applications areincorporated herein by reference.

TECHNICAL FIELD

The present invention relates generally to computer systems, and moreparticularly to a system and method for communications, display,configuration and optimization of a communications architecture thatfacilitates ideal communication links between contactors and contactees.

BACKGROUND OF THE INVENTION

Advanced technology computer and communication systems have transformedmany important aspects of human and computer interactions. For example,with technology advancements such as wireless and Internet systems,electronic messaging and information systems have become much moresophisticated. These systems may include e-mail, voice mail,videoconferencing, pager and cell phone technologies, for example,wherein almost an infinite supply of information may be sent andretrieved between parties in a concurrent manner. Due to the content andvolume of information available, and the ever-increasing number ofmodalities for communicating such information, other systems have beendeveloped to manage, direct and control message exchanges betweenparties and/or systems.

In some cases, methods employing automated decision making tools derivedfrom the Decision Science and related Artificial Intelligencecommunities, as well as other techniques have been employed to manageand direct electronic information transfers. As a general example, thiscan include considerations regarding what type of device or modality(e.g., cell phone, pager, e-mail) one or all parties have access to.Other considerations can enable systems to direct messages to aparticular location and/or communication modality associated with theparty, as well as consider whether the value of information containedwithin a message exceeds the cost of disrupting the recipient presentlyor in the future. For example, one particular recipient of a message maydesire to receive emergency messages from family, at any time of the dayand by any or all available system or modality, desire to receivenon-project related business messages from coworkers via e-mail, anddesire not to receive some messages at all such as “Spam” e-mail orother unwanted solicitations. As can be appreciated, expectations forcommunicating between parties can differ greatly from one party toanother.

In order to provide these and other communications capabilities,intelligent decision systems for mediating and optimizing interpersonalcommunications can be endowed with the ability to consider and operateupon a number of decision-making variables concerning multiple aspectsof the party's circumstances when managing and directing message trafficbetween parties. For example, these variables can enable the system todetermine and make decisions regarding a particular party'scommunications desires and distinguish competing requirements from oneparty to another. In other words, respective parties have differentpriorities, desires and needs that can influence decision-makingprocesses and communications flowing from the system. Consequently, inorder to satisfy a variety of requirements applying to a plurality ofdifferent circumstances and parties, many decision-making variables canbe acted upon to tailor communications requirements according to aparticular user's needs.

Often, along with the large number of variables that influence thesesystems, there is a complex and/or competing relationship between thedecision-making variables, however. For example, one variable orcombination of variables may subtly or overtly influence decisionsrelating to other variables or combinations thereof. Since the number ofvariables involved in the decision-making process can be extensiveand/or interrelated, it may be challenging for users to personalize thedecision-making process to meet specific requirements relating to thatuser's circumstances and desires. In other cases, it can be difficult orimpossible to convey these desires between communicating parties.

SUMMARY OF THE INVENTION

The following presents a simplified summary of the invention in order toprovide a basic understanding of some aspects of the invention. Thissummary is not an extensive overview of the invention. It is intended toneither identify key or critical elements of the invention nor delineatethe scope of the invention. Its sole purpose is to present some conceptsof the invention in a simplified form as a prelude to the more detaileddescription that is presented later.

The present invention relates to a system and methodology providingdecision models, useful representations of preferences and candidatecontrols and associated user interfaces to facilitate reasoning aboutthe timing and modality of communications between contactors andcontactees. According to one aspect of the present invention, a decisionmodel and the user interface enables users (contactors and/orcontactees) to define groups of communications parties (e.g., staticgroups, groups by relationships, dynamic groups by activities) in whichto conduct potential communications. Users can assign groups todifferent communication policies and can further define and refinepolicies for the communications. In addition, interface users can definespecial contexts (e.g., contexts that are called out in the policies)and can define preferences for notifications about an awareness ofcommunications attempts from other contacting parties. Furthermore,users can define context-sensitive communication-sequences forbest-effort communications, if desired. At the end of an interfacesession, for example, an XML file that captures the user's settings andpreferences can be captured as a profile. The XML file can besubsequently transmitted to a server and/or other system to control theuser's communications with other parties.

The user interface provides an interactive experience for contactors andcontactees and includes sharing, displaying, editing and adjusting oneor more communications preferences, policies, groupings and/or decisionparameters in conjunction with a communications architecture. Inaccordance with the architecture, preferred modalities or channels ofcommunications are established based on a participants preferencesand/or contexts, wherein the architecture identifies and establishesdata communications and determines optimal communication links betweencontactors and contactees. Determinations can be based on deterministicand/or uncertain contactee and/or contactor preferences, capabilitiesand context, both present and predicted.

Beyond the specification of logical relationships and policies, thepresent invention provides an alternate representation of communicationpreferences centering on the encoding of scalar-valued properties,including such variables as the costs of interruption in differentcontexts, the costs of deferring a call for some period of time, and thecosts associated with a suboptimal communication modality or channel.Several models are provided that can make use of such scalar values, andalternate definitions of the scalar values, including utilitiesconsistent with the axioms of utility theory (e.g., as described in thework of von Neumann and Morgenstern) and/or dollar values that a userwould be willing to pay to avoid a suboptimal situation, to be used informal decision analyses about communications, and heuristic prioritymeasures that can be used in less formal heuristic cost-benefitanalyses.

In accordance with one aspect of the present invention, therepresentations of key variables and preferences, the associated logicaland/or numerical communication decision models, and associated userinterfaces can facilitate exchanges of information relating to statusand/or preferred modalities of communications between parties such asexchanging lists, gestures, icons, and suggestions regardingcommunications capabilities and desires from one party to the other. Inthis manner, interface users can determine preferred modalities ofcommunication for a prospective contactor or contactee in conjunctionwith receiving other information as to the timing and/or currentcapabilities of attempted communications with the party. Thus,communications between parties are facilitated and optimized accordingto explicit and/or inferred desires or intentions of the parties via theuser interface.

According to another aspect of the present invention, a configurationand runtime user interface can be employed to display one or morecommunications modalities associated with preferred and/or determinedmodalities of communication as provided by the communicationsarchitecture. Thus, a cross-device experience can be initiated betweencontactors and contactees along with enabling users to adjust and/orconfigure one or more operational parameters within the communicationsarchitecture. For example, this can include providing or sharing listsrelating to one or more preferences of the contactors and/or contacteesregarding a currently determined “best mode” communications device orcan include user supplied alternatives or overrides to thedetermination.

Other features can include sharing user-configurable or inferredgestures such as “I am busy now” or “My cell phone battery has died.”Input adjusters such as sliders, buttons, and input fields can beincluded within the user interface to enable users to altercharacteristics of the communications policies, preferences andgroupings. For example, the communications architecture can determine(e.g., utilizing decision-theoretic policies) that the best availablecommunications device to reach a contactee is currently device “A”and/or generally device “B”. If over time the user decides that more orless communications should be received/directed to device “B”, then anadjustment such as a slider can be provided to “tune” or alter thedecision-making policies within the architecture to increase or decreasethe likelihood of communications from device “B”. Adjustments can alsoinclude computing a “boost value” that can be utilized to increase ordecrease the effects of one or more operating policies or groupings ofvariables within the communications architecture.

Moreover, the growth in the popularity of personal computers andcomputing applications is providing new opportunities and new substratesfor initiating communications. For example, there is a significantopportunity to integrate access to real-time interpersonalcommunications with other software applications, such as wordprocessors, and thus, allowing people to initiate communicationsdirectly with others from within a multitude of applications inaccordance with the present invention. In some cases, suchcommunications can include metadata that shares information or pointersabout the project or content at the focus of attention of the contactorwith the contactee, who may or may not be using the same applicationduring the communication. A person may desire to segment people intodifferent groups and/or projects or topics and specify how incomingcalls from different people and on different projects are to be handled.For some, a person may desire to be interrupted no matter what they aredoing. For other communication attempts, a recipient of an incomingcommunication may want to have the timing or the channel of the callshifted to another time and/or channel respectively if they are busywith an activity that of some degree of uninterruptability.

Furthermore, a user (the contactee) may indicate a set of people(contactors) whose attempts to establish a real-time communication withthat user when that user was busy would be rescheduled automatically,and thus time shifted in an efficient manner. Moving beyond just time todecision making about the modality of communications, a user withoutaccess to a device with a graphical display and full keyboard may wantto have an attempt at an incoming communication to be shifted in time soas to facilitate that the user will have access to a full desktop systembased on the metadata associated with the communication attempt, whichindicates that the intent of the communication is to establish areal-time communication about a portion of edited text in a shareddocument that can be viewed simultaneously by the contactor andcontactee should both have access to a full networked desktop computingsystem.

The following description and the annexed drawings set forth in detailcertain illustrative aspects of the invention. These aspects areindicative, however, of but a few of the various ways in which theprinciples of the invention may be employed and the present invention isintended to include all such aspects and their equivalents. Otheradvantages and novel features of the invention will become apparent fromthe following detailed description of the invention when considered inconjunction with the drawings.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1 is a schematic block diagram illustrating a communications systemand user interface in accordance with an aspect of the presentinvention.

FIG. 2 is a diagram illustrating a plurality of configuration settingsin accordance with an aspect of the present invention.

FIG. 3 is a diagram illustrating group configurations in accordance withan aspect of the present invention.

FIG. 4 is a diagram illustrating policy assignments in accordance withan aspect of the present invention.

FIG. 5 is a diagram illustrating defining states and setting stateparameters in accordance with an aspect of the present invention.

FIG. 6 is a flow chart diagram illustrating various configurations inaccordance with an aspect of the present invention.

FIG. 7 is a flow chart diagram illustrating dynamic aspects of acommunications system in accordance with an aspect of the presentinvention.

FIG. 8 is a diagram illustrating an XML configuration file in accordancewith an aspect of the present invention.

FIG. 9 is a diagram illustrating a graphical user interface to configurea communications system in accordance with an aspect of the presentinvention.

FIG. 10 is a diagram illustrating a graphical user interface to defineand populate groups in accordance with an aspect of the presentinvention.

FIG. 11 is a diagram illustrating a graphical user interface to furtherdefine and populate groups in accordance with an aspect of the presentinvention.

FIG. 12 is a diagram illustrating a graphical user interface to definerelationships in accordance with an aspect of the present invention.

FIG. 13 is a diagram illustrating a graphical user interface to definegroups in a dynamic manner, based on a sensed situation or state inaccordance with an aspect of the present invention.

FIG. 14 is a diagram illustrating a graphical user interface to assigngroups to policies via drag and drop action in accordance with an aspectof the present invention.

FIGS. 15-17 are diagrams illustrating the functionality of a graphicaluser interface to further make the assignment of groups, people, dynamicprojects, or situations to policies dependent on the time of day and dayof week, to show an example of one of several ways that such assignmentsof people and groups to policies can be made a function of othervariables.

FIGS. 18-22 are diagrams illustrating a graphical user interface toconfigure policies in accordance with an aspect of the presentinvention.

FIGS. 23-29 are diagrams illustrating a graphical user interface todefine and configure contexts in accordance with an aspect of thepresent invention.

FIG. 30 is a diagram illustrating a graphical user interface toconfigure awareness attempts in accordance with an aspect of the presentinvention.

FIGS. 31-34 are diagrams illustrating a graphical user interface todefine routing sequences in accordance with an aspect of the presentinvention.

FIG. 35 displays an influence diagram capturing one formulation of acost-benefit analysis approach to controlling the timing and modality ofcommunications.

FIG. 36 illustrates an alternative model for controlling timing andmodality of communication.

FIGS. 37-39 are diagrams illustrating a graphical user interfaceallowing users to assess and encode the costs of interruption associatedwith an incoming communication based on the contactee's context inaccordance with an aspect of the present invention.

FIGS. 40-41 are diagrams illustrating a graphical user interface toassign the cost of deferring an incoming call based on classes, peopleor groups in accordance with an aspect of the present invention.

FIG. 42 is a diagram illustrating a graphical user interfacedemonstrating how additional cost can be added for additional propertiesof people and/or communications.

FIG. 43 and FIG. 44 are diagrams illustrating a graphical user interfaceto assess the cost associated with selecting a suboptimal modality orchannel of communication given the fundamental properties of the corecontent of the communication.

FIG. 45 is a diagram illustrating a graphical user interface depictingan alternate manner for assigning priority in accordance with thepresent invention.

FIGS. 46-50 are diagrams illustrating a graphical user interfacedepicting alternative aspects of defining context in accordance with thepresent invention.

FIG. 51 is a diagram illustrating a graphical user interface fordefining profiles during various time segments in accordance with thepresent invention.

FIG. 52 is a schematic block diagram illustrating a system foridentifying an optimal communication based on the preferences,capabilities, contexts and goals of the parties to engage in thecommunication, in accordance with an aspect of the present invention.

FIG. 53 is a schematic block diagram illustrating a system foridentifying and establishing an optimal communication based on thepreferences, capabilities, contexts and goals of the parties to engagein the communication, in accordance with an aspect of the presentinvention.

FIG. 54 is a schematic block diagram further illustrating a system foridentifying and establishing an optimal communication based on thepreferences, capabilities, contexts and goals of the parties to engagein the communication, in accordance with an aspect of the presentinvention.

FIG. 55 illustrates an environment in which the present invention may beemployed.

FIG. 56 is a flow chart illustrating one particular methodology forcarrying out an aspect of the present invention.

FIG. 57 is a flow chart illustrating another methodology for carryingout an aspect of the present invention.

FIG. 58 is a schematic block diagram of an exemplary operatingenvironment for a system configured in accordance with the presentinvention.

FIG. 59 is a schematic block diagram illustrating context awarenessprocessing in accordance with an aspect of the present invention.

FIG. 60 illustrates processing associated with a contactor attempting acommunication, in accordance with an aspect of the present invention.

DETAILED DESCRIPTION OF THE INVENTION

The present invention relates to a system and methodology providing auser interface that can be employed by contactors and contactees inconjunction with a communications architecture for identifying andestablishing an optimal communication based on preferences,capabilities, contexts and goals of the parties to engage in thecommunication. The user interface can include a graphical display havinga plurality of display objects and associated input fields operable byone or more parties to a communication in order to facilitate convenientaccess, control, personalization and communications via thecommunications architecture. For example, configuration capabilities areprovided in the user interface to enable operational adjustments to oneor more operating parameters, communications groupings, policies and/orcontext preferences relating to a preferred modality of communicationand to potential parties of communication between the contactors andcontactees. In addition, cross-device information can be shared betweenthe contactors and the contactees relating to the preferences and/ordetermined contexts of the communicating parties in order to facilitateoptimal communications between the parties. Other aspects can includecomponents and/or processes for defining orderings over a handling ofcalls by multiple parameters, wherein a contactor is provided a list ofoptions as ranked by one or more users' preferences, the preferencesprovided in an arranged order of a given user's desire that relates to acommunications situation at hand. These aspects can include sharing outthe arranged order directly or only a best option, if desired. Decisionsregarding the options, preferences, and/or orderings can be based on anidentity, a group identity, a context and/or other considerations.

Referring initially to FIG. 1, a system 10 illustrates a contactor userinterface 20 and contactee user interface 24 that interact with acontact manager 30 to facilitate optimal communications between partiessuch as contactors and contactees in accordance with an aspect of thepresent invention. The contact manager 30 is associated with a datastore 32 that includes a plurality of policies, parameters, profiles,decision variables and/or formulae to enable contactors to communicatewith contactees. The information stored in the data store 32 is relatedto optimal or desired communications preferences of the parties that aredefined via the user interfaces 20 and 24, respectively. Thus, thecontact manager 30 employs the information within the data store 32 tomake decisions regarding how to establish communications between thecontactors and contactees in accordance with the communicationspreferences. It is noted that the contact manager 30 and associatedcommunications architecture for establishing optimal communications willbe described in more detail below in relation to FIGS. 52-60.

The user interfaces 20 and 24 generally include an associated display 40and 44 respectively, to provide feedback and output data to a userregarding various aspects of communications, preferences, configurationsand/or attempted communications between the parties. The displays 40 and44 can include display objects (e.g., icons, buttons, sliders, inputboxes, selection options, menus, tabs and so forth) having multipledimensions, shapes, colors, text, data and sounds to facilitate optimalcommunications between the parties. In addition, various menus andalternative screens or display outputs can be provided that perform aplurality of aspects of the present invention and will be described inmore detail below. The user interfaces 20 and 24 also include aplurality of inputs 50 and 54 for adjusting and configuring one or moreaspects of the present invention. This can include receiving usercommands from a mouse, keyboard, speech input and/or other device toeffect operations of the respective interface.

In accordance with one aspect of the present invention, the userinterfaces 20 and 24 facilitate a personalized process for parties tointeract, wherein the parties can configure and adapt the respectiveinterface to more closely match their preferences regarding how and whencommunications are established. This can include providing a contactordata store 60 and a contactee data store 64 to receive various settingsand configurations regarding communications preferences as provided fromthe respective interfaces 20 and 24. It is to be appreciated that bothinterfaces 20 and 24 do not have to be operative in order to establishcommunications between the contactors and contactees. For example, thecontactee can receive communications attempts from the contact manager30 via substantially any contactor communications source directed to thecontact manager 30, wherein the contactee determines how thecommunications are received via the user interface 24.

As illustrated, the contactor and contactee data stores 60 and 64 caninclude configuration data that is provided by the respective userinterfaces 20 and 24. The data can include a plurality of communicationsconfiguration parameters 70 and 74, monitoring information 80 and 84that includes both inferred and user settings regarding context of theparties (e.g., availability, focus, attention, busy-ness states,schedule, calendar and so forth) and can include one or more gestures 90and 94 regarding communications preferences and capabilities. Thegestures 90 and can be predetermined (configured by the user) orinferred gestures determined or received by the contact manager 30 thatprovide information between the contactors and contactees whencommunications are attempted. Examples of such gestures include “I ambusy now,” “I will be available in about an hour for phonecommunications,” “Hardware problems with my cell phone or laptop such asa low battery or system crash are currently being experienced,” “I justleft on vacation and am directing all work communications to my e-mail,”“It is an emergency and I must speak with you now.” It is to beappreciated that a plurality of such gestures can be employed.

It is further to be appreciated that the interface aspects describedthus far and which are described in more detail below can be applied tovarious processes and methodologies for establishing optimalcommunications between parties. For example, various aspects relating toFIGS. 1-60 described below can be implemented as a set of acts or statesin a process or methodology. It is to be understood and appreciated thatthe present invention is not limited by the order of acts, as some actsmay, in accordance with the present invention, occur in different ordersand/or concurrently with other acts from that shown and describedherein. For example, those skilled in the art will understand andappreciate that a methodology could alternatively be represented as aseries of interrelated states or events, such as in a state diagram.Moreover, not all illustrated acts may be required to implement amethodology in accordance with the present invention.

Referring now to FIG. 2, a system 100 illustrates a plurality ofconfiguration settings in accordance with an aspect of the presentinvention. The system 100 includes a user interface 110 that can beemployed by contactors and/or contactees to configure a data store 120that receives the desired configuration settings. The data store 120includes 1 to M context and/or communications preferences 130, M beingan integer, that relate to various aspects of a state of the contactorand/or contactee associated with a present or future ability tocommunicate. This can include user selected or defined options andinclude inferred states of contactor/contactee preference. Anotheraspect of the data store 120 is to include settings and configurationsfor desired parties of contact that includes 1 to N selected groupings140 of potential parties to a communication, N also being an integer. Tofacilitate how contactors and contactees can communicate via theselected groupings 140, 1 to O policy or rule settings 150 can beprovided to control how, when and if parties communicate, wherein O isalso an integer. In accordance with the configuration settings 130through 150, an XML file or blob 160 can be created that captures thedesired settings. The XML file 160 can then be directed to a subsequentsystem such as a contact manager, server or other system to facilitatecommunications between contactors and contactees based upon thesettings. The XML file 160 will be described in more detail below inrelation to FIG. 8.

Turning to FIG. 3, a system 200 illustrates defining groupconfigurations in accordance with an aspect of the present invention. Asdiscussed above in relation to FIG. 2, contactors and contactees candefine a plurality of potential parties in which to communicate via 1-Ngroupings. This is illustrated at 210, wherein a user interface such asdescribed above is employed to configure the groups. According to oneaspect, static groups 220 can be defined. These groups can include suchselections of potential communicating parties as family(nuclear/extended), friends, colleagues, associates, reports andsubstantially any type of defined group such as an organization orcompany. It is to be appreciated that other such classifications can beprovided. At 230, groups can be defined according to relationships ofthe user employing the user interface. For example, this can includespecifying different kinds of relationships by management andorganization and include abstractions such as relative distance upand/or down an organizational chart (e.g., my reports, my manager, mydepartment, anyone up or down the organizational chart from me). A thirdtype of grouping can include defining dynamic assignments 240 tocommunicating parties. This can include assigning groups bycommunications or communications history, by meetings (e.g., gleanedfrom an electronic calendar automatically), by project, and/or by acurrent state and project such as in a case of shared or collaborativeprojects or activities.

Referring to FIG. 4, a system 300 illustrates various aspects of how thedefined groups described above can be associated with communicationspolicy (controlling how communications established) via the userinterface in accordance with an aspect of the present invention. At 310,one or more communications policies are assigned to the groups describedabove. This can include dragging and dropping 320 (e.g., via userinterface mouse action) a defined group into a communications policywindow or field that connects the selected group to a policy setting orconfiguration that controls the communications for the selected group.Another type of assignment can include an advanced mode setting 330 forcontext-sensitive assignments. Advanced mode can include modifyingassignments of groups to policies by such aspects as time, day of theweek, and/or other contextual inputs. Still yet another type ofassignment can include defining policies 340 via the user interface foraction and display. This can include considering default and conditionalstatements for communications decisions and include one or more contextsettings of atypical busy-ness states or availability. Anotherassignment can include one or more condition settings 350. As anexample, the condition settings 350 can include considering whether todisallow or reducing scheduling of future communications.

FIG. 5 is a flow chart diagram illustrating defining states and settingstate parameters in accordance with an aspect of the present invention.At 400, interface users can define one or more states of busy-ness oravailability, if desired. The states 400 can be employed to enable usersto generally define atypical or other context settings whereby the useris or is not in the defined state. For example, the states can bedefined as Busy Level 1, Level 2, Level 3 and so forth, wherein arespective state is defined by the user to be true or false by one ormore selected or defined context settings and is illustrated at 410.Some of the selected context settings can include user presenceinformation, calendar, activity, time of day and day of the week, forexample. Respective context settings can then be associated with aplurality of different indications or configurations that define thecontext. For example, the calendar setting could include “any calendarsetting”, critical meeting, giving a presentation, out of the office andso forth. The context states can be defined such that if any of thecontext settings are true for the actual state, then the defined stateis true. For example, if Busy Level 2 is defined as in the office, onany calendar setting, on any day of the week, during the hours of 8 to12, and the activity is conversation, then if any of listed conditionsare true, then Busy Level 2 state is also true, wherein the state ofBusy Level 2 can be employed to alter communications decisions regardinginteractions between the contactors and contactees. This is illustratedat 420, wherein the context settings at 410 are applied in a disjunctivemanner. It is to be appreciated however, that the context settings canalso be applied in a conjunctive manner (e.g., only if all the contextsettings are true or active, then my state is Busy Level X, X being aninteger). Conjunctive application of context settings is illustrated at430.

FIG. 6 is a flow chart diagram illustrating various configurations inaccordance with an aspect of the present invention. At 500,communications policies can be specified via the user interface relatingto awareness or communications attempts by respective contactors and/orcontactees. For example, this can include defining policies thatfacilitate more immediate communications or to cause such activities asjournaling or displaying communications attempts by a respective party.As an example, a default policy can be to only log an attemptedcommunication from a party whereas a configuration can be provided toalso notify and display an attempt at communications with or from acontactor and/or contactee. At 510, routing sequences for communicationscan be specified. This can include selecting a plurality of variouscontext settings and best effort routing for communications channelsthat can be employed with respect to the context settings and includeapplying the context settings in a disjunctive manner or a conjunctivemanner. In addition, conditions can be set based upon a selected channelof communication. For example, based on selected context settings suchas a calendar, presence, time of day or day of the week, if any of theselected contexts are determined to be true, and if the communicationsare by phone from the contactor, then route the communications in orderof a selected list of contact options such as an office phone, cellphone, voice mail, home phone, e-mail, hotel phone, pager and so forth.At 520, one or more communications modality settings can be configured.This can include display options for selected devices such as “If I onlyhave my cell phone available,” then direct to my cell phone display anotification of a communications attempt and forward the actual messageto my e-mail.

Other settings can include format and/or compression settings thatcontrol the amount information that is displayed from a communications.In addition, lists of display and/or communications options can beexchanged between contactors and contactees regarding the most preferredcontacting medium or modality, wherein the list is arranged indescending order of preference, for example. At 530, one or moresecurity parameters can be configured. This can include limitinginformation that is provided to unknown or un-trusted contactorsrelating to the contactee. For example, rules or policies can be definedsuch that if a contactor is not configured in a selected grouping, thenno information is shared regarding ability to communicate or informationrelating to current user context. More refined policies can considersharing portions of contactee information with potential individuals orgroups that can communicate with the contactee at a possible time in thefuture.

FIG. 7 is a flow chart diagram illustrating dynamic aspects of acommunications system in accordance with an aspect of the presentinvention. At 600, one or more lists, gestures, and/or displaymodalities can be shared between contactors and contactees whencommunications are attempted or have subsequently failed. As describedabove, this can include sharing information relating to a present orfuture ability to communicate and information regarding preferences forthe communication (e.g., presently I prefer to communicate with e-mail,but in 1 hour a phone conversation, e-mail, or voice mail is fine). Inthis manner, a cross-device experience can be shared between partiesregarding potential communications or why further communications are notpossible. At 610, user feedback can be monitored to makedecision-theoretic or other type adjustments in the communicationssystem. This can include altering, changing or inferring communicationspreferences based upon past or present actions or associated context ofthe user. At 620, user contexts can be monitored to adjustcommunications decisions. For example, if is determined that the user isengaged in a multi-level dialog in their office (sensed from microphoneon desk top computer), it is possible to divert present attempts tocommunicate based on the inferred focus of the user's attention and/orselected policy that is described in more detail below. At 630, one ormore dialog sessions (e.g., pop-up window asking questions with dialogbox for user input) can be provided as feedback to the user to furtherfacilitate configuration and communications in accordance with thepresent invention.

FIGS. 8-51 illustrate a graphical user interface that can be employed toconfigure and adjust a plurality of parameters that are related to whathas been described above. This can include encoding preferences aboutpeople or groups, contexts and policies to facilitate communicationsbetween contactors and contactees. In addition, context settings can beabstracted in relation to communications senders or the sender'srelationship to a user, by time of day, age or freshness of a project ortask, by a users location and/or according to activity patterns ortasks. This can also include a plurality of other settings andconfigurations as are described in more detail below.

FIG. 8 is a graphical user interface display illustrating an XMLconfiguration file 700 in accordance with an aspect of the presentinvention. The XML file 700 includes a human/computer readable encodingof the people, contexts and communications preferences that are selectedby a user (e.g., groups, policies, contexts, awareness, andnotifications settings selected by the user of the interface). Asdescribed above, the XML file 700 can be sent to a subsequent systemsuch as a contact manager to facilitate communications between partiesbased upon the selected settings.

FIG. 9 is a diagram illustrating a graphical user interface 800 toconfigure a communications system in accordance with an aspect of thepresent invention. The interface 800 includes tabs 810 through 818 forselecting various configuration options of the present invention. Forexample, if the people and groups tab 810 is selected, one or morecommunications groups can be configured at 820, wherein new groups canbe configured via a new button input 824. As illustrated some of thepossible groups include spouses, friends, family, colleagues, reportsand organizational people. An address field 830 can be provided thatincludes address information of one or more selected individuals fromthe groups at 820, wherein an address book 834 can be provided tofacilitate look-up of the address information.

FIGS. 10 and 11 are diagrams illustrating a graphical user interface todefine and populate groups in accordance with an aspect of the presentinvention. For example, a nuclear family is selected at 850, wherein theaddresses of the family are illustrated at 860. As illustrated, othermembers of the nuclear family can be added to the nuclear family at 860by dragging and dropping a selected address from the address book at870. FIG. 11 is a diagram illustrating adding a new group to the groupsat 880. For example, if a new button is selected at 884, a selectionpalate 890 is displayed, wherein the user types or speaks the name of anew group at 894 (e.g., my physicians), and subsequently selects OK at896 to complete the addition of the new group at 880. It is to beappreciated that a plurality of such groups having a plurality ofassociated definitions can be similarly added.

FIG. 12 is a diagram illustrating a graphical user interface to definegroups by relationships in accordance with an aspect of the presentinvention. This can include selecting a relationship input at 900,wherein a selection pane 910 is then provided. As illustrated, theselection pane 910 includes selections for such categories ofrelationships as my reports and manager, my reports, my manager, mydepartment, anyone in my organization, up the org chart and down the orgchart. Thus, groups can be defined according to the relationship to theinterface user at a higher level of abstraction. At 920 and 930,additional inputs can select an organizational level (e.g., person twotiers above me, or three tiers below me) at which a user defines arelationship with another person or group at different tiers of anorganization.

FIG. 13 is a diagram illustrating a graphical user interface to definedynamic groups in accordance with an aspect of the present invention. Anactivities input 940 can be selected, wherein a selection pane 950 isprovided to define a dynamic groups of potential contactors. As can beappreciated a plurality of such groups can be defined. For example, adynamic group 3 is illustrated as being configured in FIG. 13. Variousselection options include enabling communications with those people whohave authored a document or application within a selected timeframe suchas days or hours. Other selections at 950, include adding people whohave met with the user within a selected time frame (e.g., meetingwithin 7 days, met less than 7 days ago, people I have communicatedwithin a selected timeframe). Another option can include communicatingwith people that are involved on an active project or on an activeproject that is involved in a shared manner with another activity orproject. An adjustment slider 960 can also be provided to adjust one ormore of the selected timeframes in the selection pane 950.

FIG. 14 is a diagram illustrating a graphical user interface to assigngroups to policies via drag and drop action in accordance with an aspectof the present invention. One or more policy display/configurations972-978 are provided that control how and when communications areestablished between parties. For example, a breakthrough policy isdisplayed at 972 that include the highest priority of rules and policiesfor establishing communications to selected groups such as a spouse ordynamic group 5, for example. Lower priority categories for establishingcommunications such as high priority 974, medium priority 976 and lowpriority 978 can be similarly provided. Groups can be added to a policycategory by simply dragging and dropping a selected group from thegroups at 980 into a selected policy or preference category at 972through 978. Other adjustments such as up, down, and delete adjustmentsillustrated at 982 can be provided to move groups up or down betweenpolicy categories or to delete a group from a selected category, ifdesired.

FIGS. 15-17 are diagrams illustrating the functionality of a graphicaluser interface to further make the assignment of groups, people, dynamicprojects, or situations to policies dependent on the time of day and dayof week, to show an example of one of several ways that such assignmentsof people and groups to policies can be made a function of othervariables.

FIG. 15 is a diagram 1000 illustrating making assignments tocommunications policies context dependent in accordance with an aspectof the present invention. An advanced button 1010 can be selected toenable various profiles of communications options depending on aselected context. For example, FIG. 16 is a diagram 1100 illustratingmaking assignments to communications policies time-centric orlocation-centric profiles, wherein a work profile is selected at 1110which enables different groups and/or communications settings thanillustrated in FIG. 15. FIG. 17 is a diagram 1200 illustrating makingassignments to communications policy change with a different contextsuch as via a home context illustrated at 1210.

A low priority policy configuration is illustrated in FIG. 18. Forexample, some of the policy selections for communicating to the user atlow priority are illustrated at 1300, wherein communications options canbe selected from display, best-effort for real time communications, takea voice message, schedule an interview or phone conversation, display,and an e-mail pop-up, for example. Other communications options caninclude a policy setting at 1310 that includes a selection for auser-defined state. In other words, low priority selections forcommunications are to be in effect unless an availability level 1 orother selected availability is detected. The options for the alternativepolicy at 1310 are illustrated at 1320 and 1330, wherein a displayconfiguration is selected for example, and associated display items(sent to contactor display output) are sending an e-mail and leaving avoice mail, for example. It is to be appreciated from the variousoptions that a plurality of customized policies can be configured. FIG.19 is a diagram 1400 illustrating a configured policy setting after theuser has selected desired policies for communications at low priority.

FIGS. 20 and 21 illustrate exemplary settings for medium and highpriority policies. As can be appreciated, one or more of the policyoptions described above could also be selected for these policysettings. FIG. 20 illustrates a different selection at 1540 thatindicates “an unless policy option configured for Busy Level 2” asopposed to an availability level described above. In other words, ifBusy Level 2 is determined as an active state, a best effort real timecommunications as illustrated at 1550 is bypassed in favor of theoptions selected at 1560. FIG. 21 illustrates other policy selectionoptions illustrated at 1620. These options include for example, do notattempt scheduling if a delay is greater than a selected timeframe at1630. Another option is to go to a best effort communications policyimmediately. Still another option is to display an amount of timeavailable for other scheduling options. FIG. 22 is a diagram 1700illustrating an exemplary breakthrough policy setting forcommunications.

FIGS. 23-29 are diagrams illustrating a graphical user interface toconfigure contexts in accordance with an aspect of the presentinvention.

FIG. 23 is a diagram 1800 illustrating a graphical user interface toallow users to define new contextual states in accordance with an aspectof the present invention.

Contexts can be in terms of busy-ness levels, availability levels and/orother context states, wherein an exemplary context state is illustratedas Busy Level 1 at 1900 in FIG. 24. Context settings can relate to ausers presence, calendar, activity, time of day, day of week or othersetting such as a holiday. Presence settings can include any, office,home, and work, for example, whereas activity settings can includeconversation, any, computer use/busy or other setting. The calendarinformation along with providing date selections can also include suchsettings as critical meeting, events, giving a presentation and soforth, whereas time of day can include specific settings (specifiedduring selected timeframes) and general settings such as after hours. Anadjustment slider 1910 can also be provided to facilitate configuration(e.g., adjust context selections up or down) of one or more of thecontext settings. FIGS. 25 and 26 illustrate an interface 2000 and 2100having different calendar settings, whereas FIGS. 27, 28, and 29illustrate interfaces 2200-2400 having different presence selections ofhome, office, and any, respectively. As can be appreciated, a pluralityof such selections can be provided defining one or more other variouscontexts.

FIG. 30 is a diagram 2500 illustrating a graphical user interface toconfigure awareness attempts in accordance with an aspect of the presentinvention. These adjustments include selecting options for notifyingusers regarding communications attempts from other parties. For example,a default can be to log all communications attempts in an electronicjournal. Another option is to notify users given selected policyconsiderations regarding any communications attempt associated with theselected policy. For example, selection options are illustrated at 2520,wherein exemplary selections for breakthrough and high priority policiesare selected. When selected, people and groups attached to thebreakthrough and high priority communications policies cause anotification of their communications attempts to the user of theinterface. Another option is to defer a notification from people orgroups until a more suitable time (e.g., defined by context statesdescribed above) and as illustrated at 2530 for medium prioritypolicies.

FIGS. 31-34 are diagrams illustrating a graphical user interface todefine routing sequences for a selected communications channel inaccordance with an aspect of the present invention. The sequences can beemployed with a best effort policy to communicate with the contactee.For example, a communications channel can be selected at 2640 (e.g.,phone, computer) in FIG. 31. Context settings such as calendar,presence, time of day, and day of the week can be configured that areassociated with the selected channel. A best effort communicationoptions are then configured at 2650. In other words, if a best effortpolicy is in effect such as, a high priority setting configured toemploy best effort communications, then the list of options forcommunicating with the user are those at 2650. As illustrated, some ofthe best effort communications options include a phone, office phone,cell phone, and voice mail. Other non-selected options include a homephone, pocket PC, e-mail, video graphics if available, travel/lodgingnumber, and an automobile phone. Thus, if any of the availablecommunications options are selected under a best effort policy, the usercan be contacted in descending order from top to bottom, if desired,(other sequences can be employed) on the list of options selected at2650 when a best effort communications policy is in effect (determinedby people or groups attached to a best effort policy setting and theassociated contexts specified by the user).

FIG. 35 represents an influence diagram 3000 capturing in more generalform the decision problem associated with the present invention.Influence diagrams are well known in the decision science community asproviding a representation, in a graphical manner, of a decision model,capturing key variables, actions, and preferences, under uncertainty.The influence-diagram model includes key random variables (oval nodes),actions (square node), and the overall value of the outcome of actions(diamond-shaped node). Influence diagram processing algorithms can beemployed to identify the action with the highest expected utility, giventhe uncertainties and certainties about the variables. However, thedecision models more generally represent a maximum utility decisionproblem, and can be solved in a variety of ways, beyond the use ofspecial influence diagram processing algorithms.

FIG. 35 depicts a basic decision model 3000 for making expected valuedecisions about communications, considering the time of thecommunication at 3004 and 3008, the context of the contactor andcontactee at different times at 3010 and 3014. The context of thecontactor and contactee influences the cost of interruption at 3018 andthe costs of deferral at different future times at 3022, which in turn,together with the cost of the use of the communication channel at 3024,include the utility of different communication channels at 3026 and timefor the communications. The cost of deferral 3022 is influenced by theidentity of the contactor and the stated or sensed communication goalsat 3028. The identity and goals also influences the cost associated withthe fidelity of the communication channel at 3032. The model 3000 alsoconsiders the influence of the contactors initial channel of contact at3036 and the contactor's preferred channel at 3040.

User interfaces as described herein are provided to users, makingavailable parameters to set or modify the preferences in terms of thecosts and values represented in the utility variable 3026. Userinterfaces can also provide for the specification of the allowableactions captured in the decision node, as well as for setting keyuncertainties, such as prior probabilities and conditional probabilitiesor their approximations. FIG. 36 is an influence diagram 3100 tofacilitate communications in accordance with an alternative aspect ofthe present invention.

FIGS. 37-39 are diagrams illustrating a graphical user interface3200-3400 allowing users to assess and encode the costs of interruptionassociated with an incoming communication based on the contactee'scontext in accordance with an aspect of the present invention. FIG. 37is a diagram 3200 illustrating encoding interruption costs via a generalselection 3210. FIG. 38 is a diagram 3300 illustrating encodinginterruption costs via a special selection 3310, wherein costs can beassigned to communications modalities such as a voice conversation, avoice message, an e-mail alert, and an instant messenger alert, forexample. FIG. 39 is a diagram 3400 illustrating encoding interruptioncosts via a special selection 3410 for an alternative state at 3420(e.g., Busy Level 2).

FIGS. 40-41 are diagrams 3500 and 3600 illustrating a graphical userinterface to assign the cost of deferring an incoming call based onpeople or groups in accordance with an aspect of the present invention.The user interface 3500 illustrates assigning a cost of deferral to acommunication class (e.g., Breakthrough 10, High Priority 7, Mediumpriority 2, and Low Priority 1). The user interface 3600 illustratesassigning a cost of deferral to people and groups (e.g., Spouse 5,Nuclear Family 2, Extended Family 1).

FIG. 42 is a diagram 3700 illustrating a graphical user interfacedemonstrating how additional cost can be added or subtracted foradditional properties of people and/or communications. In this aspect ofthe present invention, a boost value 3710 may be added or subtractedfrom communications that are tagged according to various designations.For example, a communications that is tagged as an active project can beassigned a boost value of 3 (or other number), whereas a time criticalcommunications can be assigned a value of 4 (or other number). Acommunications tagged as low urgency in this example can be assigned anegative number, if desired, which reduces the cost of deferring lowurgency communications until a later time.

FIG. 43 and FIG. 44 are diagrams 3800 and 3850 illustrating a graphicaluser interface to assess the cost associated with selecting a suboptimalmodality or channel of communication given the fundamental properties ofthe core content of the communication. For example, given the nature ofa respective communication (e.g., graphics centric, video conferencing,voice/interactive, and so forth), varying costs can be assigned tovarious communications modalities in view of the nature ofcommunications. In the interface 3800, a graphics centric selection isindicated at 3810, having varying costs associated with employment ofdevices such as a Pager/cell text, PDA, voice channel, full display andkeyboard, and video conferencing. In this example, a full display isassigned the lowest cost given the graphics centric communications. Inthe interface 3850, a text sufficient selection is indicated at 3860,wherein differing values may be assigned at 3870. It is to beappreciated that other options may be provided for the nature ofcommunications and/or devices selected, and that some modalities may beset to similar values in view of a differing communications nature,depending on desires of the user selecting such values and ever changingcapabilities of communications devices.

FIG. 45 is a diagram illustrating a graphical user interface 3900depicting an alternative manner for assigning priority in accordancewith the present invention. In this aspect of the present invention,rather than assign single people and groups to communication policies asin the connect examples above, selection options can be provided forassigning low, med, high priority as illustrated at 3910 (e.g., viasymbols such as (!), arrows—up or down, dots, or other measures, such asassigning a scalar value of cost of deferred communications by time togroups or other categories. FIGS. 46-50 are diagrams illustrating agraphical user interface depicting alternative aspects of definingcontext in accordance with the present invention. In FIG. 46, a userinterface 3940 includes providing one or more selection options fordefining a state of busy, the selection options including at least oneof a typing option at 3944, giving a presentation option at 3948, usingan application option at 3952, in a meeting at 3956, and options forduring a selected time period at 3960. It is to be appreciated thatother options can be similarly provided. If selecting the applicationoption 3952, a user interface 3970 such as depicted in FIG. 47 isdisplayed, wherein a state of busy can be defined in accordance with atype of application selected which can be provided on a master list3974. Furthermore, an advanced button 3978 can be provided to furtherrefine busyness states within a selected application. For example, if acalendar application is selected at 3982, an interface 3988 such asdepicted in FIG. 48 is provided, wherein other busy states include atleast one of reading a message, composing a message, using a calendar,and perusing an address book, for example.

If the meeting selection option 3956 is selected from FIG. 46, then aninterface 3992 is provided as illustrated in FIG. 49. The interface 3992includes such options as presentation settings, importance settings,category settings, location settings, meeting properties settings, ameeting with specific setting, and global settings such as any meeting.If the during particular selection option 3960 is selected from FIG. 46,then an interface 3996 is provided as illustrated in FIG. 50. Theinterface 3996 can include such context settings as a work setting, anafter hours setting, a late-night setting, a vacation setting, a lunchsetting, an active setting, a calendar setting and a time setting, forexample.

FIG. 51 is a diagram illustrating a graphical user interface 4000 fordefining profiles during various time segments in accordance with thepresent invention. The interface 4000 includes such aspects a segmentingperiods of time at 4010, assigning similar or differing costs to theperiods of time at 4014, and/or associating the time segments inaccordance with one or more profiles selected at 4018 (e.g., home, work,default, and so forth). As used in this application, the term“component” is intended to refer to a computer-related entity, eitherhardware, a combination of hardware and software, software, or softwarein execution. For example, a component may be, but is not limited tobeing, a process running on a processor, a processor, an object, anexecutable, a thread of execution, a program and a computer. By way ofillustration, both an application running on a server and the server canbe components. One or more components may reside within a process and/orthread of execution and a component may be localized on one computerand/or distributed between two or more computers.

It is to be appreciated that various aspects of the present inventionmay employ representations of deterministic policies specified asfunctions or rules that take as arguments contextual information,details about the nature of the participants, and the content or task athand. The present invention may also employ technologies associated withfacilitating inference and decision making under uncertainty andoptimization of expected utility and/or minimization of expected costs.Thus, statistical inference may be performed with models constructed byhand, from data with machine learning methods, or by a mixture ofmachine learning and human assessment. Such models can be used inconjunction with deterministic policies where depending on the context,an inferential rule or deterministic rule is used. A variety of machinelearning systems/methodologies (e.g., Bayesian learning methods thatperform search over alternative dependency structures and apply a score(such as the Bayesian Information Criteria, etc.) methods, Bayesianclassifiers and other statistical classifiers, including decision treelearning methods, support vector machines, linear and non-linearregression, and neural network representations, and so forth) may beemployed to build and update inferential models.

Referring now to FIG. 52, a system 4100 for identifying an optimalcommunication modality based on the preferences, context, capabilitiesand goals of the parties to engage in the communication is illustratedand can be employed with the user interface described above. The system4100 facilitates establishing a communication 4110 between a contactor4120 and a contactee 4130. While one contactor 4120 and one contactee4130 are illustrated, it is to be appreciated that the system 4100 maybe employed to identify optimal communication modalities between two ormore communicating parties. It is to be further appreciated that a partyto the communication 4110 may be a human or may be an electronicprocess.

The communication 4110 may be achieved through a variety of modalitiesincluding, but not limited to, telephone modalities, computermodalities, hardcopy fax modalities, paging modalities and personalmodalities, for example. Data concerning the modalities may be stored ina communication modality data store 4115. The communication modalitydata store 4115 can hold information including, but not limited to,modalities available, cost for communication using that modality,likelihood modality will become available, modality capacity andmodality reliability, for example. The system 4100 may considermodalities that are currently available to establish the communication4110 and may also consider predictions concerning modalities that maybecome available to establish the communication 4110. For example, acomputer may not be currently available, because it is turned off, butit may become available later, when the user of the computer arrives atwork and turns it on. The telephone modalities can include, but are notlimited to POTS telephony, cellular telephony, satellite telephony andInternet telephony. The computer modalities can include, but are notlimited to email, collaborative editing, instant messaging, networkmeetings, calendaring and devices employed in home processing and/ornetworking.

The personal modalities can include, but are not limited tovideoconferencing, messengering and face-to-face meeting. Dataconcerning a current modality (e.g., a phone that is busy) may beanalyzed, as may data concerning the likelihood that the modality maybecome available (e.g., phone will no longer be busy). Identifying theoptimal communication may, therefore, include considering the benefitsof establishing the communication 4110 at a first point in time, withthe communication modalities available at that point in time, andconsidering the costs of delaying establishing the communication 4110 toa second point in time when other communication modalities may beavailable.

A contact manager 4140 is employed to identify and determine whichmodalities can be employed for the communication 4110 between thecontactor 4120 and the contactee 4130. To facilitate identifying themodalities and to further facilitate determining which of the modalitiesshould be employed for the communication 4110, and at what point in timethe communication should be attempted, the contact manager 4140 hasaccess to a contactor data store 4150, a contactee data store 4160 and amodality data store 4115. The contactor data store 4150, the modalitydata store 4115 and the contactee data store 4160 can store data in datastructures including, but not limited to one or more lists, arrays,tables, databases, stacks, heaps, linked lists and data cubes. Thecontactor data store 4150, the modality data store 4115 and thecontactee data store 4160 can reside on one physical device and/or maybe distributed between two or more physical devices (e.g., disk drives,tape drives, memory units). Further, the contactor data store 4150, themodality data store 4115 and the contactee data store 4160 may reside inone logical device and/or data structure. Similarly, the contact manager4140 can be distributed between two or more cooperating processes and/orreside in one physical or logical device (e.g., computer, process).

In one example of the present invention, the contactee data 4160 is notmade available to the contactor 4120, while one or more portions of thecontactor data 4150 are made available to the contactee 4130. Thus, theprivacy of the contactee 4130 may be protected and the identity of thecontactor 4120 may be revealed.

The contactor data 4150 may include current state information,predictions concerning future states and costs associated with delayinga communication to points in time associated with the predictionsconcerning future states. Similarly, the contactee data 4160 may includecurrent state information, predictions concerning future states andcosts associated with delaying a communication to points in timeassociated with the predictions concerning future states. For example,the contactee data 4160 may include information concerning the currentattentional status of the contactee 4130 (e.g., in conversation on thephone concerning an assigned task) and may also include informationconcerning predicted attentional states of the contactee 4130 at one ormore future points in time (e.g., 25% likelihood contactee 4130 in samestate in five minutes, 50% likelihood contactee 4130 in lowerattentional state in ten minutes).

The contact manager 4140 may therefore examine the communicationmodality data 4115, the contactor data 4150 and the contactee data 4160when performing processing associated with identifying the modality thatwill maximize the utility of the communication 4110 between thecontactor 4120 and the contactee 4130. While one communication 4110 isillustrated, it is to be appreciated that one or more communicationmodalities may be employed in methods including, but not limited to,parallel, serial and simultaneous communication between the contactor4120 and the contactee 4130. By way of illustration, the contactor 4120and the contactee 4130 may communicate by telephone at the same timethat they are sharing a document via collaborative editing over acomputer network communication modality.

The contact manager 4140 may examine data (e.g., contactor data 4150,modality data 4115, contactee data 4160) and find information sufficientto perform deterministic calculations for identifying the optimalmodality for the communication 4110. The deterministic calculations maybe facilitated by applying one or more preferences based rules based onthe sufficient information. By way of illustration, if a first party isattempting to telephone a second party, then the present invention maydisplay the current best possible means, ranked by likelihood, ofreaching the second party for real-time telephony given the context ofthe second party. By way of further illustration, if a contactor listedin a contactee's people class store as a “critical colleague” tries toreach the contactee, and the contactee is not in a meeting, and it isbusiness hours, and the contactee is near a voice-enabled device, andthe contactor is using a voice-enabled device, the present invention mayroute that contactor to the best voice enabled device, unless thecontactee is having a conversation with someone.

Tools for displaying and editing such preferences and/or rules wouldease the task of creating and managing such rules. In a moresophisticated approach, the present invention directs communications viaautomated methods that identify communication actions that have thevalue or highest expected value given uncertainties in variables underconsideration. Several formulations of decision problem are feasible,depending on the variables under consideration, the preferences beingrepresented, and the principal agent (or “owner”) of the decision.

In a general formulation of the problem, the present invention considersa “communications value function”, ƒ, that return a value for eachcommunication modality or subset of modalities under consideration or anordering over communication modalities in terms of acceptability of themodality or subset of modalities.

Value(Modality)=ƒ(preferences of contactee, preferences of contactor,preferences of organization, context of contactee, context of contactor)

where context of contactee and contactor include the devices that areavailable, the time of day, tasks and situation at hand for thecontactor and contactee, and the like. It is to be appreciated that thecontext of the contactee and contactor may be stored in one or moreformats, including, but not limited to, an XML schema. In one exampleaspect, the present invention orders the modalities by assigned valueand attempts to create a connection or to advise the contactor and/orcontactee concerning the best possible connection.

But the contact manager 4140 may discover that incomplete information isavailable. Thus, the contact manager 4140 may be uncertain concerningcertain data points involved in calculations for identifying the optimalmodality for the communication 4110. Thus, the contact manager 4140 maybe required to reason under this uncertainty. For example, in oneexample aspect of the present invention, the contact manager 4140 mayrequire a value associated with the attentional state of the contactee4130. However, for one sample calculation, no such value may be found inthe contactee data 4160. Thus, the contact manager 4140 may rely on oneor more conditional probabilities associated with the contactee 4130attentional status based on information like desktop events, ambientnoise in the location of the contactee 4130 and gaze tracking whendetermining the maximum utility.

In general, there may be uncertainty concerning preferences and one ormore parameters employed to model a context. In this situation, aprobability distribution over the different states of each variable canbe inferred and expected values for each modality can be computed. Forexample, if there is uncertainty concerning aspects of the context ofthe contactee, the probability distribution (here representedabstractly), given evidence E observed about the context, and sum overthe uncertainties can be represented:

Expected value(Modality)=Σ_(i)ƒ(preferences of contactee, preferences ofcontactor, preferences of organization, p(context i of contactee|E),context of contactor)

The present invention may order the modalities by assigned expectedvalue and attempt to create a connection or to advise the contactorand/or contactee concerning the best connection.

Considering now more specific examples of the use of expected utility, aparticular basic formulation of decision-making under uncertainty in thecontext of the preferences of the contactor 4120 and/or contactee 4130is captured by the following Equations:

$\begin{matrix}{A^{*} = {\arg \mspace{11mu} {\max\limits_{j}{u\left( {A_{j},A_{k}^{C},C,{context}^{R},{context}^{C}} \right)}}}} & {{Equation}\mspace{14mu} 1}\end{matrix}$

where A* is the ideal, selected communication modality for thecommunication;

A_(j) represents each of all communication modalities being considered;

A^(C) _(k) is the initial communication modality employed by thecontactor;

C refers to an identity or group membership of the contactor;

context^(R) is the known or assumed context of the contactee;

context^(C) is the known or assumed context of the contactor; and

-   -   u( ) represents a utility function operating on the arguments        that provides an encoding of preferences about communications        for the recipient or another entity whose preferences are being        used to guide the handling of the communications, employed to        determine optimal communication actions that maximize the        utility of communications between the contactor and the        contactee.

$\begin{matrix}{A^{*} = {\arg \mspace{11mu} {\max\limits_{j}{\sum\limits_{i}{{p\left( {{context}_{i}^{R}E} \right)}{u\left( {A_{j},A_{k}^{C},C,{context}_{i}^{R},{context}^{C}} \right)}}}}}} & {{Equation}\mspace{14mu} 2}\end{matrix}$

where A* is the ideal, selected communication modality for thecommunication;

A_(j) represents each of all communication modalities being considered;

A^(C) _(k) is the initial communication modality employed by thecontactor;

C refers to an identity or group membership of the contactor

context^(R)i represents each of the contexts being considered for thecontactee, representing the situation of the contactee;

p(context^(R)i|E) represents the probability distribution over thecontext of the contactee, representing the conditional probabilitiesthat the contactee is in a certain context given the evidence E;

context^(C) is a known or assumed context of the contactor; and

u( ) represents a utility function operating on the arguments thatprovides an encoding of preferences about communications for therecipient or another entity whose preferences are being used to guidethe handling of the communications, employed to determine optimalcommunication actions that maximize the utility of communicationsbetween the contactor and the contactee.

$\begin{matrix}{A^{*} = {\arg \mspace{11mu} {\max\limits_{j}{\sum\limits_{i}{{p\left( {{context}_{i}^{C}E} \right)}{u\left( {A_{j},A_{k}^{C},C,{context}^{R},{context}_{i}^{C}} \right)}}}}}} & {{Equation}\mspace{14mu} 3}\end{matrix}$

where A* is the ideal, selected communication modality for thecommunication;

A_(j) represents each of all communication modalities being considered;

A^(C) _(k) is the initial communication modality employed by thecontactor;

C refers to an identity or group membership of the contactor;

context^(C)i represents each of the contexts being considered for thecontactor, representing the situation of the contactor;

p(context^(C)i|E) represents the probability distribution over thecontext of the contactor, representing the conditional probabilitiesthat the contactor is in a certain context given the evidence E;

context^(R) is a known or assumed context of the contactee; and

u( ) represents a utility function operating on the arguments thatprovides an encoding of preferences about communications for therecipient or another entity whose preferences are being used to guidethe handling of the communications, employed to determine optimalcommunication actions that maximize the utility of communicationsbetween the contactor and the contactee.

$\begin{matrix}{A^{*} = {\arg \mspace{11mu} {\max\limits_{j}{\sum\limits_{i}{{p\left( {{context}_{i}^{R}E} \right)}{\sum\limits_{n}{{p\left( {{context}_{n}^{C}E} \right)}{u\left( {A_{j},A_{k}^{C},C,{context}_{i}^{R},{context}_{n}^{C}} \right)}}}}}}}} & {{Equation}\mspace{14mu} 4}\end{matrix}$

where A* is the ideal, selected communication modality for thecommunication;

A_(j) represents each of all communication modalities being considered;

A^(C) _(k) is the initial communication modality employed by thecontactor;

C refers to an identity or group membership of the contactor;

context^(R)i represents each of the contexts being considered for thecontactee, representing the situation of the contactee;

p(context^(R)i|E) represents the probability distribution over thecontext of the contactee, representing the conditional probabilitiesthat the contactee is in a certain context given the evidence E;

context^(C)n|E) represents each of the contexts being considered for thecontactor, representing the situation of the contactor;

p(context^(C)n|E) represents the probability distribution over thecontext of the contactor, representing the conditional probabilitiesthat the contactor is in a certain context given the evidence E;

u( ) represents a utility function operating on the arguments thatprovides an encoding of preferences about communications for therecipient or another entity whose preferences are being used to guidethe handling of the communications, employed to determine optimalcommunication actions that maximize the utility of communicationsbetween the contactor and the contactee.

It is noted that the above equations can be extended to a considerationof the utility of communications for different times in the future,based on the current contexts of the contactee and contactor orforecasts of the future contexts of the contactee and contactor.

In addition, the encoding of preference information in a parameterrepresenting a cost of delaying a communication as a function of timeand at least one of the identity, group memberships, relationships, orcontexts of the contactor and contactee can be considered.

Moreover, encoding of preferences about the cost of delaying acommunication in a decision-theoretic analysis of the expected utilityof the best modality and time for scheduling a communication can bedetermined.

In another aspect, the encoding of preferences information about acontactee's desire to communicate a stored message with contactorsassociated with particular identities, groups, and/or contexts toreceive can be utilized. This can include information about thepreferences of the contactee which is stored that captures preferencesabout communicating some portion of the present or future context of thecontactee. Other extensions include an encoding of preferences aboutsharing some information about the contactee's context when an analysisor policy indicates that a communication should be rescheduled for alater time.

The extensions can include providing a parameter and encoding enablingcontactees to allow contactors associated with particular groups orcontexts to override a preference in order to defer a communication tobreakthrough a planned deferral of a communication with a gesture. Forexample, a message can be delivered or played to a contactor such as “Iam really busy now, but for you (contactor), if you really think this isimportant, you can press the pound key to speak with me (contactee) now.

The contactor 4120 and contactee 4130 contexts represent rich sets ofdeterministic or uncertain variables. The contexts may contain data,including but not limited to, the available modalities for the contactor4120 and/or contactee 4130 (e.g., is a private voice channel available,are channel and rich desktop available, are television camerasavailable), information concerning the nature of the location, andcontent or task of the contactor 4120 and of the contactee 4130. Dataassociated with automated assessments and/or directly marked indicationsof urgency or importance in the communications may also be evaluated inidentifying optimal communication modalities. The contextual variablescan be treated as explicit deterministic or probabilistic factors in theoptimization. Thus, the system 4100 can, in various example aspects,account for the preferences, contexts and capabilities of the contactor4120 and/or the contactee 4130 where information concerning the contextsmay be incomplete, thus requiring reasoning under uncertainty toidentify the likely optimal communication modality.

Referring now to FIG. 53, a system 4200 for identifying and establishingoptimal communications based on the preferences and context of theparties engaged in a communication 4210 is illustrated. Thecommunication 4210 may occur between a contactor 4220 and a contactee4230. While one communication 4210 between one contactor 4220 and onecontactee 4230 is illustrated, it is to be appreciated that a greaternumber of communications between a similar or greater number ofcontactors and/or contactees may be identified by the present invention.By way of illustration, communications 4210 to facilitate group meetingsmay be identified by the system 4200 as can multiple communications 4210between two communicating parties (e.g., duplicate messages sentconcurrently by email and pager).

The communication 4210 that is identified by a communication manager4240 may depend, at least in part, on one or more sets of dataconcerning communication modalities, contactors and/or contactees, forexample. One possible data set, a communication modality data set 4215concerns the available communication channels. The availablecommunication channels can include, but are not limited to email (ofvarious priorities), telephone (POTS, cellular, satellite, Internet),paging, runners/couriers, video conferencing, face-to-face meeting,instantaneous collaborative editing, delayed posting collaborativeediting, picture in picture television, home device activation (e.g.,turning on lights in the study, ringing the telephone with a distinctivepattern) and so on. A communication modality may not be a static entity,and thus information concerning the state, capacity, availability, costetc., of the communication modalities can change. Thus, thecommunication modality data set 4215 can contain current stateinformation and/or data to facilitate making predictions concerningfuture state, capacity, availability, cost etc. associated with one ormore communication modalities.

The location of the contactee 4230 can determine which communicationmodalities, if any, are available. For example, a speechwriter may havecollaborative editing, phone, email, pager, video conferencing andface-to-face communications available at her office in the White House,may have phone, face-to-face and email available while in her office athome, may only have satellite phone available while on vacation and mayhave no real-time capacity while in the shower or asleep. The currenttask of the contactee 4230 can also determine which communicationmodalities, if any, are available. For example, if the speechwriter iscurrently on the phone, then the phone may not be available. Predictionsconcerning the likelihood that the phone will become available can beemployed by the system 4200 in determining the optimal modality for thecommunication 4210. Thus, rather than sending an email at a first pointin time (e.g., while the phone is busy), the present invention mayschedule a real-time phone call at a second, later point in time, whenit is likely that the speechwriter will be off the phone.

The communication manager 4240 may also have available another set ofdata referred to as the contactee data 4250. The contactee data 4250 mayinclude information related to hardware, software, contactee task beingperformed, contactee attention status, contactee context data 4252 andcontactee preference data 4254, for example. By way of illustration, thehardware data may include information related to what hardware isavailable to the contactee, what hardware is being employed by thecontactee (e.g., desktop, laptop, PDA), the capabilities of thathardware (e.g., enough memory and communication bandwidth forvideoconferencing), the cost of employing that hardware and the state(s)in which that hardware is currently functioning (e.g., online, offline).The hardware data may also include information concerning usage patternsthat facilitate determining the likelihood that an unavailable piece ofhardware will become available. The software data may includeinformation related to what software is available to the contactee, whatsoftware is currently being employed by the contactee (e.g., which wordprocessor is being used to edit the speech), the capabilities of thatsoftware (e.g., allows collaborative editing) and the state(s) in whichthat software is currently functioning (e.g., running and active,running but inactive). The software data may also include informationconcerning usage patterns that facilitate determining the likelihoodthat an unavailable piece of software will become available.

The contactee data 4250 may also contain preference data 4254 concerningthe preferences of the contactee 4230. The preference data 4254 caninclude data concerning how the contactee 4250 prefers to be contacted,with those preferences varying over time with respect to variouscontactors 4220 and various topics of communication. For example, thespeechwriter may initially allow communications from a large group ofpersons concerning the State of the Union speech. The speechwriter mayalso establish preferences that allow the President to communicate withher with a best effort at real-time telephony at all times up to thedeadline for the speech. But the speechwriter may gradually restrict thegroup of people from whom she is willing to accept real-timecommunications as the deadline approaches and she may further restrictthe means by which such people can communicate. In the last hours beforethe deadline, the speechwriter may be closed to all real-timecommunications except in person communications with the President andtelephone based emergency medical information concerning family members,for example.

The contactee preference data 4254 can include data concerning, but notlimited to, preferences concerning the time of day for communicating(e.g., early morning, business hours, evening, late night, sleepinghours), the time of the week for communicating (e.g., Monday throughFriday, Weekend, Holiday, Vacation), identity of contactors (e.g.,employer, employees, critical colleague, colleague, peers, nuclearfamily, extended family, close friends, friends, acquaintances, others),hardware currently available or available within a time horizon of acommunication attempt (e.g., desktop, laptop, home computer), preferredsoftware (e.g., email, word processing, calendaring) and preferredinterruptability (e.g., do not interrupt while focused on work, onlyinterrupt while not focused), for example. While six preferences areidentified in the preceding sentence, it is to be appreciated that agreater or lesser number of preferences may employed in accordance withthe present invention.

The contactee data 4250 may also include a context data 4252. Thecontext data 4252 is generally related to observations about thecontactee 4230. For example, observations concerning the type ofactivity in which the contactee 4230 is involved (e.g., on task, not ontask), location of the contactee 4230 (e.g., office, home, car, shower),calendar (e.g., appointment status, appointment availability), historyof communications with other party (e.g., have replied to email in thepast, have spoken to on the telephone recently, the utility of theinteraction, the duration of the interaction), background ambient noiseat current location, number of hours at work that day and attentionalstatus (e.g., high focus, focus, light focus, conversation with anotherperson, light activity) may be stored in the context data 4252. Whileseven observations are listed in the preceding sentence it is to beappreciated that a greater or lesser number of observations may bestored in the context data 4252. On some occasions the context data 4252may be incomplete (e.g., video analysis data unavailable because videocamera broken). Thus, the communication manager 4240 may need to reasonconcerning the optimal communication while relying on such incompletedata. Thus, the contactee data 4250 may also include information tofacilitate producing one or more probabilities associated with a missingdata element. By way of illustration, the contactee data 4250 maycontain information operable to predict the likelihood that thecontactee 4230 is in a high attentional state even though gaze trackinginformation is unavailable.

The contactee data 4250 may further include information concerning thelong-term and/or acute, dynamically changing communication needs of thecontactee 4250. By way of illustration, the contactee 4250 may need tohave no interruptions for the next hour (e.g., “hold everything unlesshigh critical on this task or an hour from now”). By way of furtherillustration, to prevent a contactor 4220 from “ducking” the contactee4230 by leaving an email or a voice mail when the contactee 4230 desiresto speak with the contactor 4220, the contactee 4230 may require thatcontacts from the contactor 4220 be made in a certain way within X unitsof time of notification that the contactor 4220 desires communication(e.g., if research assistant tasked with finding a crucial fact tries tocontact speechwriter by email, speechwriter wants real-time phoneconversation within ten seconds of assistant's attempt).

In addition to the contactee data 4250 employed in determining theoptimal communication, data concerning the contactor 4220 may also beemployed. The contactor data 4260 may include hardware, software,context, preference and communication needs data similar to thatavailable for the contactee 4230, but different in that it is preparedfrom the point of view of the contactor 4220.

The present invention is not limited to communications between twoparties or to a single communication channel between two parties. It isto be appreciated that multiple channels and/or multiple communicatingparties can be treated as increased sets of alternatives that maycomplicate utility maximizing computations without changing thefundamental process of identifying and establishing one or morecommunication modalities based on the preferences, contexts andcapabilities of the communicating parties.

The communication manager 4240 may include several componentsresponsible for performing portions of the functionality of thecommunication manager 4240. For example, the communication manager mayinclude a preference resolver 4242. The preference resolver 4242 canexamine the contactee preference data 4254 and the contactor preferencedata 4264 to find correlations between the two sets of data. For groupcommunications, the preference resolver 4242 may examine multiple setsof preference data to find correlations between the preferences. By wayof illustration, for a communication between two parties, the preferenceresolver 4242 may determine that both parties would prefer tocommunicate by high priority email for communications associated with afirst task. Similarly, the preference resolver 4242 may determine thatthe contactee 4230 would prefer to communicate by collaborative editingand phone for communications concerning a particular document, while thecontactor 4220 would prefer to communicate only by telephone. Thus, thepreference resolver 4242 may produce data or initiate processing thatassigns values to the correlations between the contactee 4230preferences and the contactor preferences 4220. In one example aspect ofthe present invention, the preferences of the contactee 4230 are givenmore weight, and thus, if the contactor 4220 attempted a phoneconversation concerning the document for which the contactee 4230preferred both phone and collaborative editing, then the preferenceresolver 4242 may produce data or initiate processing that would make itmore likely that the contactor 4220 would communicate by both phone andcollaborative editing. In another example aspect of the presentinvention, the preferences of the contactor 4220 are given priority overthe preferences of the contactee. By way of illustration, when a humancontactor 4220 is attempting to communicate with an electronic contactee4230, the preferences of the contactor 4220 may be considered moreimportant, and thus the preference resolver 4242 may produce values orinitiate processing that makes it more likely that the preferences ofthe contactor 4220 are observed. In another example aspect of thepresent invention, the preference resolver 4242 may produce a list ofpotential communication modalities ranked on their responsiveness to thepreferences.

The communication manager 4240 may also include a context analyzer 4244.The context analyzer 4244 can examine the contactee context data 4252and the contactor context data 4262 to find correlations between the twosets of data. For group communications, the context analyzer 4244 mayexamine multiple sets of context data to extract information concerningthe contexts. By way of illustration, for a communication between twoparties, the context analyzer 4244 may determine that the contacteecontext is such that real-time communications are not immediatelyavailable but there is an X₁% likelihood that such communications willbe available at a point of time T₁ in the future, and an X₂% likelihoodthat such communications will be available at a point of time T₂ in thefuture. Further, the context analyzer 4244 may determine that althoughthe contactor 4220 has requested real-time telephony that the context ofthe contactor 4220 is such that email communication may optimizeutility. For example, the context of the contactor 4220 may includeinformation concerning the ambient noise at the location of thecontactor 4220.

The context analyzer 4244 may determine that the noise level is notconducive to optimizing utility by real-time telephony and thus mayproduce values and/or initiate processing that will make it more likelythat the contactor 4220 will communicate with the contactee 4230 viaemail. Similar to processing performed by the preference resolver 4242,the context analyzer may, in different examples of the system 4200,weight the context of the contactee 4230 more than the context of thecontactor 4220 or vice versa.

The communication manager 4240 may also include a channel analyzer 4246.The channel analyzer 4246 can be employed to analyze the communicationmodality data set 4215, for example. The channel analyzer 4246 canproduce data concerning the current availability of a communicationmodality and/or the likelihood of the modality becoming available. Thechannel analyzer 4246 may examine one or more channels that thecontactor 4220 specified for the communication, and/or one or morechannels that the contactee 4230 listed as preferences in the contacteepreference data 4254, for example. Further, the channel analyzer 4246may examine currently available channels as determined by locationinformation associated with the contactee 4230 and channels that maybecome available based on the activity of the contactee 4230. Forexample, if the contactee 4230 is currently driving home (as determinedby GPS and schedule, for example), then the channel analyzer 4246 mayexamine current cellular modalities and may additionally examine themodalities available at the home of the contactee 4210. Thus, thechannel analyzer 4246 facilitates producing data and/or initiatingprocessing that make it more likely that a desired channel will beemployed when determining the optimal communication channel(s) for thecommunication 4210 between the contactor 4220 and the contactee 4230.

The communication manager 4240 may also include a communicationestablisher 4248. Once the ideal communication actions A* have beenidentified, the communication establisher 4248 may undertake processingto connect the contactor 4220 and the contactee 4230 through theidentified optimal communication modality. For example, if the optimalcommunication 4210 is identified as being email, then the communicationestablisher may initiate an email composing process for the contactor4220 (e.g., email screen on computer, voice to email converter on cellphone, email composer on two-way digital pager), and forward thecomposed email to the most appropriate email application for thecontactee 4230 based on the identified optimal communication 4210. Forexample, the communication establisher 4240 may forward the email to thepager of the contactee 4230 based on GPS data associated with thelocation of the contactee 4230. In an alternative embodiment of thepresent invention, the system 4200 does not include a communicationestablisher 4248, relying instead on contactor 4220 and/or contactee4230 actions, for example, to establish the communication.

It is to be appreciated that the preference resolver 4242, the contextanalyzer 4244, the channel analyzer 4246 and the communicationestablisher 4248 may be implemented alone or in combinations ofhardware, software and/or firmware. It is to be further appreciated thatthe preference resolver 4242, the context analyzer 4244, the channelanalyzer 4246 and the communication establisher 4248 may employ one ormore threads and/or processes executing alone and/or co-operating.Further, such threads and/or processes may reside on one processorand/or may be distributed over two or more processors. In one example ofthe present invention, the preference resolver 4242, the contextanalyzer 4244, the channel analyzer 4246 and the communicationestablisher 4248 are separate processes employing one or more threads,with each of the separate processes residing in one processor.

FIG. 54 illustrates a system 4300 for identifying and establishing anoptimal communication based on the preferences, capabilities andcontexts of the parties to engage in the communication, whereincomponents previously described with respect to FIG. 53 are identifiedin FIG. 54 by similar reference numbers which have been increased byadding 100. The system 4300 includes a communication choices data store4370 and an invoking component 4380. The communication choices datastore 4370 can store data in data structures including, but not limitedto one or more lists, arrays, tables, databases, stacks, heaps, linkedlists and data cubes. The communication choices data store 4370 canreside on one logical and/or physical device and/or may be distributedbetween two or more logical and/or physical devices (e.g., disk drives,tape drives, memory units). The communication choices data store 4370can store information produced and/or retrieved, for example, by thecommunication manager 4340 concerning potential modalities that can beemployed to facilitate the communication 4310. For example, thecommunication choices data store 4370 can hold lists of communicationmodality rankings that can be presented to the contactor 4320 and/orcontactee 4330, which will then allow the communicating parties to enterinto a dialog with the system 4300 and/or each other to decide which ofthe available choices they would prefer for this particularcommunication. The dialog may produce entity selection data concerningthe communication, where such data can be employed to choose betweenpossible communication modalities. Similarly, the communication choicesdata store 4370 can hold lists of communication modality rankings thatcan be presented to the invoking component 4380. The invoking component4380 may then attempt to establish the identified communications. Due torace conditions, for example, the invoking component 4380 may attempt toestablish a communication that is no longer possible (e.g., phone wasavailable then becomes unavailable), and thus, the invoking component4380 may work through the list available in the communication choicesdata store 4370 until a communication is established.

The invoking component 4380 may perform actions including, but notlimited to, scheduling, calendaring and/or initiating a communication.By way of illustration, the invoking component 4380 may determine, basedat least in part on data stored in the communication choices data store4370, that a real-time communication should be performed in ten minutes.Thus, rather than immediately initiate the communication, the invokingcomponent 4380 may schedule the communication and may inform the partieswho are going to communicate that the communication has been scheduled.By way of further illustration, the invoking component 4380 maydetermine that a video-conference between four parties should beperformed and by examining the calendars of the four individuals, theinvoking component 4380 may determine that the video conference shouldoccur at four o'clock in the afternoon on May 1^(st). Thus, the invokingcomponent 4380 may update the calendars of the parties, arrange for thevideo-conference, and inform the parties of the plans. By way of stillfurther illustration, the invoking component 4380 may determine thatboth parties are immediately available for the real-time communicationand may dial the phones on both ends to establish the communication.

FIG. 55 illustrates an environment 4400 in which the present inventionmay be employed. The environment 4400 may include a plurality ofcommunication devices, some of which are available to one or morecontactors and some of which are available to one or more contactees.For example, the left side of FIG. 55 may represent communicationdevices associated with a contactor and the right side of FIG. 55 mayrepresent communication devices associated with a contactee. Thecontactor may have, for example, a phone 4405, a laptop 4410, a desktopsystem 4415, a fax 4420, a courier 4425 and a home television 4430available at different times and at different locations. The contacteemay have, for example, a phone 4450, a laptop 4455, a regular mailreader 4460, a minicomputer system 4470, a mainframe system 4475 and ahome television 4480 available at different times and at differentlocations.

The contactee may have established preferences that indicate that forcommunications from a first group of contactors (e.g., travelingsalesmen employees of the contactee) the contactee would prefer email,and if the contactor does not have email capability, then the contacteewould prefer regular mail, and would only prefer a real-timecommunication if no other modality was available and the communicationwas high critical. Similarly, the contactee may have establishedpreferences that indicate that for communications from a second group ofcontactors (e.g., nuclear family, close friends) the contactee wouldprefer real-time phone communications concerning a first group of topics(e.g., work-related, emergency medical information related), and wouldprefer an email concerning other groups of topics. By way of furtherillustration, the contactee may have established preferences thatindicate that for communications from a third group of contactors (e.g.,collaborating authors) that the contactee would prefer both a real-timephone call and a shared computer screen displaying the document at apoint concerning which the contactor wishes to communicate.

Given this set of preferences, communications attempted from a contactormay take a different form than the contactor would prefer. But since theattention of the contactee is the resource that is being accessed, forcertain groups that resource will be sparely provided, while for othergroups it will be generously provided, depending on the preferences ofthe contactee and the identity of the contactor.

The preferences of the contactee are not the only data points that areevaluated by the present invention when identifying the optimalcommunication modality for establishing a communication between thecontactor and the contactee. For example, although the contactee mayprefer an email or a regular piece of mail from a traveling salesmanconcerning a contract the salesman has written (e.g., for documentarypurposes), the salesman may not have a computer operable to send emailand may not have time to send a regular piece of mail. Thus, thesalesman who desires to contact the contactee may be informed by thepresent invention, after it analyzes the preferences and thecapabilities of the parties, to send a fax using the fax machine 4420.The present invention may then route the fax to the regular mail readingcomponent 4460 that can produce a communication close to what thecontactee desired, thereby maximizing the utility of the communicationwhile taking into account both the preferences and capabilities of theparties.

The preferences of the contactee may depend on where the contactee islocated. Similarly, the capabilities of the contactee may depend onwhere the contactee is located. By way of illustration, at the office,the contactee may have a phone 4450, the minicomputer 4470 and themainframe system 4470 available. But at home the contactee may have onlya phone 4450, a laptop 4455 and a television 4480. Furthermore, while onthe road, the contactee may have only the laptop 4455. Thus, the presentinvention is able to examine the context of the contactee, whichincludes the location of the contactee, to determine capabilities. Evenwithin a location, the capabilities of the contactee can vary from timeto time. For example, at certain times during the day at work, theambient noise level may be so high that real-time communications areimpractical, and little, if any information could be communicated (e.g.,while a particularly noisy piece of equipment is running near thetelephone of the contactee). Thus, if a contactor attempts to contactthe contactee employing real-time telephony, the present invention mayschedule the phone call for a few minutes after the noisy equipmenttypically spins down, or may take a voice mail that is converted toemail and displayed on the contactee's pager, for example. In this way,the present invention seeks to maximize the utility of the communicationgiven the contactee's preferences and the contactee's capabilities, asthose preferences and capabilities are affected by the dynamicenvironment in which the contactee exists.

The television 4430 and the television 4480 are examples of home devicesthat may be employed by the present invention to maximize the utility ofa communication. For example, if the contactee's security company istrying to alert the contactee to an important piece of information(e.g., a theft in progress at the plant), and the contactee is at homewatching a movie, then the present invention facilitates the contactorreaching the contactee by real-time phone communication and simultaneousvideo streamed to the contactee's television. Thus, the utility of thecommunication may be maximized as the contactee may be able to identifythe thief or inform the security company that the apparent break-in isreally a scheduled late-night pick-up.

Thus, it is to be appreciated that devices (e.g., televisions,telephones, heating systems, air filtration systems, etc.) may employthe present invention. By way of illustration, the contactor may be thelocal electric company computer, and the contactee may be a factoryheating and air filtration system. The contactor may seek to inform theheating and filtration system, by the best means possible, that arolling brownout is going to impact the plant in approximately thirtyminutes. Thus, the present invention may attempt, based on thepreferences and capabilities of the heating and filtration system andthe preferences and capabilities of the electric company computer tocommunicate information concerning the length, duration and severity ofthe impending brownout. Thus, the factory may be able to actproactively, rather than reactively, to the brownout. This example isintended to illustrate that the present invention may be employedbetween computer processes. If the present invention informs theelectric company computer that no communication is possible with theplant heating and filtration system, but that communication with theplant manager is possible via real-time telephony, then the electriccompany computer may place such a call. This escalation example isintended to illustrate that the present invention may be employedbetween computer processes and humans.

One example aspect of the present invention provides initiating means(e.g., button, icon, voice command) that can be employed to initiateidentifying and establishing communications. The initiating means may,for example, be a button labeled BestCom, an icon with a starsurrounding a data communication link or a voice command “Best ComPlease”. When the initiating means are employed, the context of thecontactor is considered to be deterministic, and the context of thecontactee is considered to be uncertain. Such may be the case wherethere is a relatively small amount of deterministic informationavailable from the contactor, but rich, sensed context informationavailable for the contactee. By way of illustration, the laptop 4410 mayinclude an icon that signifies that the contactor desires the attemptedcommunication to employ the present invention. Thus, in this example ofthe present invention, the context of the contactor would be considereddeterministic and the context of the contactee would be considereduncertain, triggering processing associated with reasoning underuncertainty.

FIG. 55 presents several communication devices that may be employed inestablishing an optimal communication between a contactor and acontactee. For example, the present invention may determine that areal-time telephony communication between the contactor employingtelephone 4405 and the contactee employing telephone 4450 may optimizethe utility of the communication between the parties. But communicatingthrough the telephones may not be possible at the moment that thecontactor desires to make contact. Thus, the present invention can alsoconsider the likelihood of obtaining access to a modality within a timeframe t, where the likelihood that modalities could be made available bytime t is represented by p(m^(c) _(k)(t)|E). Another aspect of thepresent invention includes considering the costs to the contactor and/orcontactee of arranging to access modalities that might not be availableimmediately. Thus, the opportunity to establish a communication with afirst expected utility that is available immediately may be foregone forthe opportunity to establish a communication with a second, higherexpected utility at a later point in time.

In view of the exemplary systems shown and described above,methodologies, which may be implemented in accordance with the presentinvention will be better appreciated with reference to the flow diagramsof FIGS. 56 and 57. While for purposes of simplicity of explanation, theillustrated methodologies are shown and described as a series of acts,it is to be understood and appreciated that the present invention is notlimited by the order of the acts, as some acts may, in accordance withthe present invention, occur in different orders and/or concurrentlywith other acts from that shown and described herein. Moreover, not allillustrated acts may be required to implement a methodology inaccordance with the present invention. Further, additional and/oralternative methodologies may employ additional acts, not illustratedherein.

Turning now to FIG. 56, a flow chart illustrates a method 4500 foridentifying and establishing an optimal communication modality betweentwo or more communicating parties. The method 4500 addresses determiningmaximum utility for a communication in a deterministic situation. At4510, general initializations occur. Such initializations can include,but are not limited to, allocating memory, establishing pointers,establishing data communications, acquiring resources, setting variablesand displaying process activity.

At 4520, data including, but not limited to, contactor data, contacteedata and communication modality data is analyzed. The contactor data caninclude, but is not limited to, situation data and contactor preferencedata. The situation data can include observed data, for example, datagathered by watching the contactor and or observing the contactor'senvironment. For example, ambient noise levels may be analyzed todetermine whether voice communications are practical. The contactorsituation data can include, but is not limited to contactor applicationdata (e.g., which applications are being employed), contactor user data(e.g., who is using the application) and contactor capability data. Thecontactor preference data refers to how the contactor would like thecommunication to be achieved. The contactor preference data includes,but is not limited to time data, location data, task data, goal data andcommunication needs data. In addition to the contactor and contacteepreference data, there may be organization preference data. For example,when both a contactor and contactee belong to the same organization,then the contactor preferences and the contactor preferences may beblended together in accordance with organization policies. Thecommunication needs data may, for example, include information that thecontactor must contact the specified contactee within a specified periodof time (e.g., investor must reach broker before the stock marketcloses). The contactee data includes, but is not limited to contacteesituation data and contactee preference data. The contactee situationdata can include but is not limited to contactee application data,contactee user data and contactee capability data. The contacteepreference data includes but is not limited to time data, location data,task data, goal data and communication needs data.

The contactor data, the contactee data and the modality data may includeinformation describing current conditions and information thatfacilitates predicting future conditions. For example, a phone maycurrently be in use, but data concerning phone usage patterns may beanalyzed to facilitate determining the likelihood that that phone willbe available at a point of time in the future.

The analysis of 4520 can model utilities that consider the relationshipsbetween contactor and contactee preferences. For example, if bothparties prefer real-time telephone communications, then there may be ahigh utility to arranging real-time telephony, but if one party prefersemail and another party prefers video-conferencing, then real-timecommunications may not be preferred. In addition to blending thecontactor preference data with the contactee preference data, there maybe blending with organization preference data. For example, when both acontactor and contactee belong to the same organization, then thecontactor preferences and the contactor preferences may be blendedtogether in accordance with organization policies. The bestcommunication actions may also be influenced by the capabilities ofcommunication devices available at the time the communication isattempted and/or at some future time by the contactor and contactee. Forexample, if the contactor has video conferencing equipment available andthe contactee similarly has video conferencing equipment available, thenvideo conferencing may receive a high value in the analysis ofpreferences. But if the contactor has email capability, and thecontactee has only regular mail capability, then video conferencing maybe untenable even if it would have been the most desirable feature. Insuch a case, if the cost (e.g., delay time, effort, and/or dollars) ofone of the participants finding a video conferencing facility is lowerthan the cost of moving to the next best modality, then it may beoptimal to delay the communication until the initially deficientparticipant locates and executes communication with tools allowing forsuch rich communication.

At 4530, one or more rules may be selected from a set of possible rules,where the rules can be employed to determine expected utilities. Forexample, given a large set of communication modalities and/orpreferences, a first set of rules may be selected but given a small setof communication modalities and/or preferences, a second set of rulesmay be selected. The rules may be selected on other parametersincluding, but not limited to, the number of matching preferences, thenumber of matching capabilities, the nature and quality of the contexts,the type and number of communications requested and the time criticalnature of the desired communication. The rules may have been specifiedby the contactee, for example. By way of illustration, contactees canspecify groups of people and attributes concerning the nature of thecontact and rules for communicating given the context (e.g., time, task,goals, location, contactor).

At 4540, the rules selected at 4530 are employed to determine one ormore expected utilities for the candidate communication modalities. Bydetermining a set of expected utilities, that include both immediatelyavailable modalities and modalities predicted to be available at a pointof time in the future, the present invention facilitates optimizing theutility of the communication, thus providing improvements overconventional systems.

At 4550, information concerning the possible communication modalitiesand their expected utilities can be presented to a contactor and/orcontactee. Thus, the contactor and/or contactee can select from thepossible communications that are identified as maximizing the utility ofthe communication. For example, a contactor may want to place areal-time telephone call, but may be presented with a list of othercommunication modalities that may produce higher utilities (e.g., highpriority page to a person in a meeting where there is no telephone,real-time telephone call to contactee's assistant). Similarly, thecontactee may be informed that the contactor is trying to contact them,and the contactee may be given the opportunity to override theirpreferences based on their current capabilities. By way of illustration,the contactee may be at home watching a movie at two a.m. when thepreferences indicate that no real-time phone communications are desired.Since the present invention determined that the contactee wasimmediately reachable, the contactee may be presented, on thetelevision, with a list of options for being contacted by the contactor(e.g., phone call, email, streaming video) and may be given theopportunity to override the preferences (e.g., willing to accept a phonecall from the police department).

At 4560, once the optimal communication modality or modalities have beenidentified, by the method and/or by the contactor and/or contactee, thenthe communication can be scheduled, calendared and/or initiated. By wayof illustration, a real-time phone call, with both parties immediatelycapable and available can be initiated by ringing the phones, acollaborative editing session, with simultaneous instant messaging andcell phone communication may be scheduled for later in the day withemail reminders sent to both parties and a video conference may becalendared for May 1^(st) at four o'clock in the afternoon, withcalendar updates made for all invited parties. At 4570 a determinationis made concerning whether another communication is desired. If thedetermination at 4570 is no, then processing concludes, otherwiseprocessing continues at 4520.

The method 4500 is not limited to one on one communications. Groups maybe linked together using method 4500 by analyzing data (e.g., hardware,software, context, preferences) of more than two communicators. By wayof illustration, one or more participants may attempt to establish acommunication between six people. The method 4500 may determine thatfour people are ready, willing and able to communicate via avideoconference, while two others may only communicate with email (onedue to preferences and one due to lack of a video camera). The method4500 may, therefore, alert the user with the email preference concerningoverriding the preferences for this particular real-time communication,and may connect the person without a camera by voice only, whilealerting the camera enabled group that this member cannot see them andcan only hear them.

Turning now to FIG. 57, a flow chart illustrates a method 4600 foridentifying and establishing an optimal communication between two ormore communicating parties. The method 4600 addresses reasoning underuncertainty concerning one or more data points employed in determining amaximum utility for a communication. At 4610, general initializationsoccur. Such initializations can include, but are not limited to,allocating memory, establishing pointers, establishing datacommunications, acquiring resources, setting variables and displayingprocess activity.

At 4620, data including, but not limited to, contactor data, contacteedata and communication modality data is analyzed to determinecorrelations that can be made and inferences that need to be made. Thecontactor data, which may be incomplete, can include, but is not limitedto, situation data and contactor preference data. The situation data,which can also be incomplete, can include data gathered by watching thecontactor and or observing the contactor's environment. For example,light levels may be analyzed to determine whether textual communicationsare practical. But there may be gaps in the contactor situation data.For example, information concerning the light level of the contactor maynot be available, and thus inferences concerning such light may berequired to be made from data like the location of the contactor (e.g.,in a darkroom, in a truck) and the time of day (e.g., during daylighthours, late at night).

The contactee data, which may similarly be incomplete, includes, but isnot limited to contactee situation data and contactee preference data.The contactee situation data, which is analogous to the contactorsituation data, except that it is gathered from the point of view of thecontactee, can similarly be incomplete and may include, but is notlimited to contactee application data, contactee user data and contacteecapability data. By way of illustration, data concerning the contactee'sattentional state may be observed by monitoring data like gaze trackingdata and desktop events (e.g., keyboard strikes, mouse movements). Suchobserved data may be combined to produce a likelihood that the contacteeis in a certain attentional state (e.g., focused, not focused). Such alikelihood may then be combined with information concerning theassignment of the contactee and the current task being performed by thecontactee to determine a value associated with the interruptability ofthe contactee. By way of illustration, if the contactee is focused on atask that is related to the contactee's assignment, then the contacteeinterruptability value may be very low while if the contactee is notfocused and is not performing a task related to the contactee'sassignment, then the contactee interruptability value may be very high.Calculating such an interruptability parameter may be a step indetermining the optimal communication modality. But if a piece of dataemployed in calculating such interruptability is missing, then thepresent invention may make inferences concerning the missing data pointso that likely optimal communications can be calculated.

The contactor data, the contactee data and the modality data may includeinformation describing current conditions and information thatfacilitates predicting future conditions. For example, a phone maycurrently be in use, but data concerning phone usage patterns may beanalyzed to facilitate determining the likelihood that that phone willbe available at a point of time in the future.

Thus, at 4630, selected inferences may be made. For example,p(context^(R) _(i)|E) may be inferred to produce the conditionalprobability that a recipient (contactee) has a given context givencertain evidence E. Similarly, an inference concerning the likelihood ofobtaining access to a modality within a time frame t, where thelikelihood that modalities could be made available by t time isrepresented by p(m^(c) _(k)(t)|E) can be made.

At 4640, values associated with the inferences of 4630 can be analyzedto determine one or more values that may be employed in inferenceformulae that are employed to determine a communication with a maximumutility. The inference formulae may be, for example, decision-theoreticformulae.

At 4650, inference formulae may be employed to determine the maximumutility for a communication. In one example aspect of the presentinvention, a basic decision-theoretic formula employed indecision-making under uncertainty can be utilized as described above.

The basic formulation for identifying optimal communication modalitiescan be extended by introducing uncertainty about the contactor'scontext. Variables associated with contactor and/or contactee contextscan be treated as explicit deterministic or probabilistic factors inoptimization processing associated with identifying the optimalcommunication modality.

The present invention may further compare the best option forcommunication available now with the best communication option that willbe available later, and update the value of the communication for thelosses based in delays in communication, and potential gains or lossesbased on changes in disruptiveness if the communication should come atthe later time t when the contactee is in a different state (e.g., moreavailable or less available).

The present invention also facilitates considering the value of delayingthe communication and rescheduling it for a later time. As an example,assume that a contactor attempts to contact a contactee in real-time andthe contactee is in an important meeting. The best option (e.g., onethat maximizes utility) may be to reschedule a real-time conversationwhen the contactee is back from meeting, based on the calendarinformation or on statistics about the contactee's coming and going thatfacilitate predicting the contactee's likely availability. One aspect ofthe present invention may also consider the calendar of the contactor toarrange a mutually good time.

Thus, decision-theoretic formulae like those described in equations 1through 4 may be employed at 4650 to produce one or more expectedutilities. In one example aspect of the present invention, acommunication would automatically be initiated, scheduled and/orcalendared based on such information. But in another aspect of thepresent invention, information concerning those expected utilities maybe presented to one or more parties, as at 4660. By way of illustration,a contactor may be presented with a list of communications with highutilities determined in accordance with the preferences of thecontactee. The contactor may then select from the list.

Based, at least in part on the selection of 4660, one or morecommunications may be initiated (e.g., phones dialed, emailcomposer/receiver popped up), scheduled and/or calendared at 4670. At4680 a determination is made concerning whether another communication isto be processed. If the determination at 4680 is YES, then processingcontinues at 4620, otherwise processing concludes.

In order to provide additional context for various aspects of thepresent invention, FIG. 58 and the following discussion are intended toprovide a brief, general description of a suitable computing environment4710 in which the various aspects of the present invention may beimplemented. While the invention has been described above in the generalcontext of computer-executable instructions that may run on one or morecomputers, those skilled in the art will recognize that the inventionalso may be implemented in combination with other program modules and/oras a combination of hardware and software. Generally, program modulesinclude routines, programs, components, data structures, etc. thatperform particular tasks or implement particular abstract data types.Moreover, those skilled in the art will appreciate that the inventivemethods may be practiced with other computer system configurations,including single-processor or multiprocessor computer systems,minicomputers, mainframe computers, as well as personal computers,hand-held computing devices, microprocessor-based or programmableconsumer electronics, and the like, each of which may be operativelycoupled to one or more associated devices. The illustrated aspects ofthe invention may also be practiced in distributed computingenvironments where certain tasks are performed by remote processingdevices that are linked through a communications network. In adistributed computing environment, program modules may be located inboth local and remote memory storage devices.

With reference to FIG. 58, an exemplary environment 4710 forimplementing various aspects of the invention includes a computer 4712,the computer 4712 including a processing unit 4714, a system memory 4716and a system bus 4718. The system bus 4718 couples system componentsincluding, but not limited to the system memory 4716 to the processingunit 4714. The processing unit 4714 may be any of various commerciallyavailable processors. Dual microprocessors and other multi-processorarchitectures also can be employed as the processing unit 4714.

The system bus 4718 can be any of several types of bus structureincluding a memory bus or memory controller, a peripheral bus and alocal bus using any of a variety of commercially available busarchitectures. The system memory 4722 includes read only memory (ROM)4720 and random access memory (RAM) 4722. A basic input/output system(BIOS), containing the basic routines that help to transfer informationbetween elements within the computer 4712, such as during start-up, isstored in ROM 4720.

The computer 4712 further includes a hard disk drive 4724, a magneticdisk drive 4726, (e.g., to read from or write to a removable disk 4728)and an optical disk drive 4730, (e.g., for reading a CD-ROM disk 4732 orto read from or write to other optical media). The hard disk drive 4724,magnetic disk drive 4726 and optical disk drive 4730 can be connected tothe system bus 4718 by a hard disk drive interface 4734, a magnetic diskdrive interface 4736 and an optical drive interface 4738, respectively.The drives and their associated computer-readable media providenonvolatile storage of data, data structures, computer-executableinstructions, and so forth. For the computer 4712, including for thestorage of broadcast programming in a suitable digital format. Althoughthe description of computer-readable media above refers to a hard disk,a removable magnetic disk and a CD, it should be appreciated by thoseskilled in the art that other types of media which are readable by acomputer, such as zip drives, magnetic cassettes, flash memory cards,digital video disks, cartridges, and the like, may also be used in theexemplary operating environment, and further that any such media maycontain computer-executable instructions for performing the methods ofthe present invention.

A number of program modules can be stored in the drives and RAM 4722,including an operating system 4740, one or more application programs4742, other program modules 4744 and program data 4746. It is to beappreciated that the present invention can be implemented with variouscommercially available operating systems or combinations of operatingsystems.

A user can enter commands and information into the computer 4712 througha keyboard 4748 and a pointing device, such as a mouse 4750. Other inputdevices (not shown) may include a microphone, an IR remote control, ajoystick, a game pad, a satellite dish, a scanner, or the like. Theseand other input devices are often connected to the processing unit 4714through a serial port interface 4752 that is coupled to the system bus4718, but may be connected by other interfaces, such as a parallel port,a game port, a universal serial bus (“USB”), an IR interface, etc. Amonitor 4754 or other type of display device is also connected to thesystem bus 4718 via an interface, such as a video adapter 4756. Inaddition to the monitor, a computer typically includes other peripheraloutput devices (not shown), such as speakers, printers etc.

The computer 4712 may operate in a networked environment using logicalconnections to one or more remote computers, such as a remotecomputer(s) 4758. The remote computer(s) 4758 may be a workstation, aserver computer, a router, a personal computer, microprocessor basedentertainment appliance, a peer device or other common network node, andtypically includes many or all of the elements described relative to thecomputer 4712, although, for purposes of brevity, only a memory storagedevice 4760 is illustrated. The logical connections depicted include alocal area network (LAN) 4762 and a wide area network (WAN) 4764. Suchnetworking environments are commonplace in offices, enterprise-widecomputer networks, intranets and the Internet.

When used in a LAN networking environment, the computer 4712 isconnected to the local network 4762 through a network interface oradapter 4766. When used in a WAN networking environment, the computer4712 typically includes a modem 4768, or is connected to acommunications server on the LAN, or has other means for establishingcommunications over the WAN 4764, such as the Internet. The modem 4768,which may be internal or external, is connected to the system bus 4718via the serial port interface 4752. In a networked environment, programmodules depicted relative to the computer 4712, or portions thereof, maybe stored in the remote memory storage device 4760. It will beappreciated that the network connections shown are exemplary and othermeans of establishing a communications link between the computers may beused.

FIG. 59 illustrates an example system 4800 that performs contextawareness processing to facilitate identifying and establishing optimalcommunication modalities. The system 4800 includes a communicationmanager 4810 operably connected to a set 4820 of possible communicationmodalities and a set 4830 of information concerning how a communicatingparty would prefer to communicate and the context of the communicatingparty. The set 4830 includes a communication preferences data store 4840and a context 4850. The context 4850 holds information collected fromand/or inferred about context sources 4860. The context sources caninclude, but are not limited to, calendar information 4861, videoanalysis 4862, location 4863, accelerometer data 4864, ambient acousticinformation 4865 and desktop events 4866.

The context 4850 may vary widely depending on the location and task ofthe contactee. For example, a first contactee in a car moving 85 m.p.h.during rush hour is likely to have one context while a second contacteein a car moving 5 m.p.h. during rush hour is likely to have a differentcontext. Similarly, a contactee piloting a jet fighter that is onautopilot, in clear skies, with no enemies within a thousand miles islikely to have a different context than a pilot currently engaged bysurface to air missiles over enemy territory. Closer to home, a parentof grade school aged children at home during school hours on a schoolday is likely to have a different context than the same parent in thecar with the school aged children ten minutes before school starts.

The communication manager 4810 examines the context 4850 and thepreferences 4840 in light of the possible communication modalitiescurrently available or likely to become available. The communicationmodalities can include, but are not limited to, a set 4870 of desktops(e.g., person with more than one computer, person with alternatecontacts (e.g., secretary, assistant)), a set 4875 of room capabilities(e.g., person reachable in more than one meeting room, conference room,office), a cell phone 4880 and a POTS telephone 4885. After performingsuch analyses, the communication manager 4810 is then available toengage or be engaged by other communicating parties employing thepresent invention, as illustrated in FIG. 60.

FIG. 60 illustrates communicating parties employing the presentinvention and processing associated with a contactor attempting acommunication. A connection manager 4900 is operably connected to acontactor communication manager 4910 and a contactee communicationmanager 4920, where the contactor communication manager 4910 and thecontactee communication manager 4920 are examples of the communicationmanager described in association with FIG. 38. The connection manager4900 communicates with the contactor communication manager 4910 and thecontactee communication manager 4920 to acquire information employed indetermining the optimal communication that can be achieved between acontactor best means 4930 for communicating and a contactee best means4940 for communicating, employing, for example, the methods described inassociation with FIGS. 56 and 57.

The contactor communication manager 4910, after gathering informationand/or making inferences concerning a context 4965 (derived from aplurality of context sources 4960), preferences 4970 and capabilities4975 may transmit contactor schema 4950 to the connection manager 4900.The schema 4950 can hold information including, but not limited to,contactor identity, contactor history, registered documents, tasks,source modality, requested means and capabilities, for example.Similarly, the contactee communication manager 4920 may be queried, forexample, by the connection manager 4900 for information including, butnot limited to, contactee context 4985 (derived from a plurality ofcontext sources 4980), contactee preferences 4990 and contacteecapabilities 4995. It is to be appreciated that although the contactorcommunication manager 4910 is described as transmitting data and thecontactee communication manager 4920 is described as being queried, thatother data communication methods can be employed in accordance with thepresent invention.

The present invention provides for interacting with hardware and/orsoftware to automatically establish the identified connections. Thus,the contactor in FIG. 52 may be able to make a first decision, that theywould like to communicate with a contactee, select means forestablishing the “best communication” and then wait for that “bestcommunication” to be established. For example, a contactor wordprocessing a document of interest to a contactee may select a revisionin the document and be presented with a menu of options concerning therevision. One of the options may be a “BestCom” option to communicatewith the contactee. The person may then select the “BestCom” option,whereupon analysis associated with the present invention would beinitiated to establish communications with the contactee. Suchprocessing may cause the contactor to be presented with situationsincluding, but not limited to, display of information concerning a phoneconversation being scheduled for later, presentation of a herald thatindicates that a telephone call is being put through immediately, anInstant Messenger input field popping up, an email composition formpopping up with the appropriate contactee(s) populating the To: field,for example. The situation experienced by the contactor may be based onthe contactee's preferences and context.

As mentioned above, a communication modality and/or a contactee may notbe immediately available. Thus, the present invention includes methodsfor predicting the likelihood of when contactee(s) may be available,where such likelihoods can be employed in scheduling group meetingswhere the utility of the group experience of n participants, n being aninteger, is maximized. For example, calendars for the n participants canbe examined to infer times at which the participants are likely to beavailable to share in some modality (e.g., videoconferencing,collaborative editing). Automated meeting request(s) can be constructedfrom such analysis.

It is to be appreciated that aspects of the present invention may beembodied in a computer readable medium such that a computer readablemedium can store computer executable components for a system thatfacilitates communication between entities in accordance with thepresent invention. For example the computer executable components cancomprise an identifying component that identifies a plurality ofcommunication modalities that respectively provide for communicationbetween at least two entities. Furthermore, the computer executablecomponents can comprise an analyzing component that analyzes a firstcommunication data set associated with a first entity and a secondcommunication data set associated with a second entity, the analyzingcomponent identifying one or more communication modalities of theplurality of modalities based at least in part on analysis of the firstand second communication data sets and the analyzing componentestablishing a communication between the entities.

What has been described above are preferred aspects of the presentinvention. It is, of course, not possible to describe every conceivablecombination of components or methodologies for purposes of describingthe present invention, but one of ordinary skill in the art willrecognize that many further combinations and permutations of the presentinvention are possible. Accordingly, the present invention is intendedto embrace all such alterations, modifications and variations that fallwithin the spirit and scope of the appended claims.

1. A user interface to facilitate communications between parties,comprising: a display providing one or more display objects associatedwith configuring a data store, the data store adapted to receive Nparameters, N being an integer, the N parameters relating to at leastone of a communications preference, context and policy, the N parametersemployed to guide decisions that facilitate optimal communicationsbetween the parties; and one or more inputs associated with the displayobjects to facilitate configuration of the user interface according tothe at least one of the communications preference, context and policyassociated with the parties.
 2. The user interface of claim 1, furthercomprising one or more groups that include at least one of spouses,friends, family, colleagues, reports and organizational people.
 3. Theuser interface of claim 2, further comprising an address field thatincludes address information of one or more selected individuals fromthe groups.
 4. The user interface of claim 1, further comprising aninput means to define one or more groups by relationships.
 5. The userinterface of claim 4, further comprising categories of relationshipsincluding at least of my reports and manager, my reports, my manager, mydepartment, anyone in my organization, up an org chart and down the orgchart.
 6. The user interface of claim 5, further comprising additionalinputs to select an organizational level at which a user defines arelationship with another person or group at different tiers of anorganization.
 7. The user interface of claim 1, further comprising aninput to define one or more dynamic groups.
 8. The user interface ofclaim 7, the dynamic groups further selection options to enablecommunications with those people who have authored a document orapplication within a selected timeframe.
 9. The user interface of claim7, further comprising selections that include adding people to groupswho have met with the user within a selected time frame.
 10. The userinterface of claim 7, further comprising selections that includecommunicating with people that are involved in at least one of an activeproject and a project that is involved in a shared manner with anotheractivity.
 11. The user interface of claim 1, further comprisingselections for associating one or more groups to one or more policycategories.
 12. The user interface of claim 11, the one or more policycategories further comprising at least one of a breakthrough, high,medium and low priority categories.
 13. The user interface of claim 11,further comprising communications options that include a policy settingfor a user-defined state.
 14. The user interface of claim 13, theuser-defined state including at least one of an availability level and abusy-ness level.
 15. The user interface of claim 1, further comprisingpolicies that configure at least one of a best effort real timecommunications policy, a do not attempt scheduling if a delay is greaterthan a selected timeframe policy, a go to a best effort communicationspolicy immediately policy, a policy to display an amount of timeavailable for other scheduling options.
 16. The user interface of claim1, further comprising context settings that relate to at least one of ausers presence, calendar, activity, time of day, day of week.
 17. Theuser interface of claim 16, further comprising presence settings thatinclude any, office, home, and work, and activity settings that includeconversation, any, computer use/busy.
 18. The user interface of claim16, further comprising calendar information that includes settings ascritical meeting, events, giving a presentation, and includes time ofday settings specified during at least one of selected timeframes andgeneral settings.
 19. The user interface of claim 1, further comprisingconfiguring awareness attempts that include selecting options fornotifying users regarding communications attempts from other parties.20. The user interface of claim 1, further comprising configuring one ormore routing sequences for a selected communications channel.